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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: BelowTheCrowd who wrote (3447)	10/7/1998 5:25:00 PM
From: F. Lynn	Respond to of 4634

That is a very good point. Differing senstivities to a rebound would go a long way towards explaining valuation gaps amongst the various semi cap ex players. However, while that explains the valuation gap between PRIA and BRKS vis a vis AMAT, does it still hold for Novellus, Lam, SV Group, Electroglas and CFMT? I don't know, and would be interested in hearing your thoughts. In fact, if you can group the players in terms of their exposure, I would be happy to do comparative valuations so we can gauge each player versus the most relevant comparisions.