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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls -- Ignore unavailable to you. Want to Upgrade?


To: FJB who wrote (8)12/8/1998 11:22:00 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 195
 
Bob,

Glad to see Morgan upping their rating on the semis today after the SOX has already run from 180 to 345. If you were to wait for these guys to give the GO signal, you'd have a total of 9 points on the SOX!!!!

BK



To: FJB who wrote (8)12/8/1998 4:41:00 PM
From: Ritz  Read Replies (1) | Respond to of 195
 
Re: Billiat's AMAT analysis

It seems questionable to me that Billiat should be recommending a stock already trading at 22.5 times 2000's projected earnings when there other stocks in the sector (SVGI for example) still trading below book value....

-Ritz