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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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4701Financial Guidance As previously announced on July 2, 2002, Genus expects full The Ox-8/6/2002
4700What happens IF ...if the muslim world moves closer to democracy and uses even The Ox-8/6/2002
4699Good observations on past history. I think we have both been through enough of t16yearcycle-8/6/2002
4698Donald/Kirk/Sarmad - The New York Times is reporting today that the 2+ year declscott_jiminez-8/6/2002
4697HI G, Great post. Nice bounce and for my spin here it goes: Buy Cohu take a trobert b furman-8/6/2002
4696Not really any GAAP rules about such. Not in GAAP's scope. It just needs toBWAC-8/6/2002
4695<i>At her next performance appraisal her boss cites the need to get back tProud_Infidel-8/6/2002
4694Brian, really OT *** an analogy A young trainee makes $10k a year her first twoGottfried-8/6/2002
4693<i>One would think it necessary to take the level of cash into consideratiProud_Infidel-8/6/2002
4692I'm sooooo confused about what point we are making hereBWAC-8/6/2002
4691Again, I ask you what you are looking at? On Dec. 5, '96 after he made his Proud_Infidel-8/6/2002
4690BWAC, good point. There must be GAAP rules about that? [end]Gottfried-8/6/2002
4689<, don't know how cash figures in PSR, if at all. MSFT has $38B and look BWAC-8/6/2002
4688orkrious, there are a bunch of guys short homebuilders on the plastic thread MesGottfried-8/6/2002
4687<IF an appartment building is generating 15x more cash after 10 years, is it BWAC-8/6/2002
4686BWAC, don't know how cash figures in PSR, if at all. MSFT has $38B and look Gottfried-8/6/2002
4685If you would like to get more specific with your future trades I invite you to pReturn to Sender-8/6/2002
4684You'll have to ask him. Going from the AMAT website. Pulling up the 1996 AnBWAC-8/6/2002
4683I've covered about 3/4 of my semi equips. I'm waiting for a bigger bounorkrious-8/6/2002
4682Kirk, do you have the answer? ><i>IF an appartment building is generatiGottfried-8/6/2002
4681your post showed we aren't back there yet. and those were valuations he calorkrious-8/6/2002
4680I'd look at the cash flow of AMAT when doing valuation. quicken.com IF an aKirk ©-8/6/2002
4679Ork, exactly what stocks are you short on and from what levels? What are your doReturn to Sender-8/6/2002
4678<i>we aren't even back to the valuation levels at which greenie talkedProud_Infidel-8/6/2002
4677BWAC, Applied had a higher debt/equity ratio in '92 quicken.com ROE, ROA anGottfried-8/6/2002
4676noorkrious-8/6/2002
4675<i>If AMAT should fall to $3, I have no doubt that many would hesitate to orkrious-8/6/2002
4674I just figure it's not worth the risk.orkrious-8/6/2002
4673<i>Can you see if AMAT had $5 Billion cash back then? </i> Some queProud_Infidel-8/6/2002
4672While you are looking up '92 data. Can you see if AMAT had $5 Billion cash bBWAC-8/6/2002
4671ork, one more question: do you find that your downside targets adjust lower as tGottfried-8/6/2002
4670<i>I think all stocks are going to revert to historical averages in terms Proud_Infidel-8/6/2002
4669ork, you're entitled to your expectatons. :) [end]Gottfried-8/6/2002
4668I think all stocks are going to revert to historical averages in terms of valuatorkrious-8/6/2002
4667ork, I haven't checked those early '90s PSR values, but take your word fGottfried-8/6/2002
4666I am waiting until overall stock prices are back to historical PE levels, such aorkrious-8/6/2002
4665gottfried, how about P/S in the early 90's. Fred Hickey showed AMAT at 1.0 orkrious-8/6/2002
4664RE: "...you can go faster and faster or you can do the same for less...&quoCary Salsberg-8/6/2002
4663Cary, <i>I believe that the future for the technology companies I am inveProud_Infidel-8/6/2002
4662Jay, I am curious at what price you would buy in on a stock like AMAT. Are youProud_Infidel-8/6/2002
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