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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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96129 488 0 SOXX
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7141I have a "problem" because I said you should make investment ideas on Proud_Infidel-11/26/2002
7140Thanks Gottfried. Spelling corrected. Obviously I know as much about Latin as I Sarmad Y. Hermiz-11/26/2002
7139OT *** deletedGottfried-11/26/2002
7138OT: Sarmad, don't take this the wrong way. You are insensitive. I am puttingReturn to Sender-11/26/2002
7137>> characterize my trading as disturbed, but PLEASE don't say I'm Sarmad Y. Hermiz-11/26/2002
7136RtS, re ><i>SOX may end up above 400 before reality brings it back downGottfried-11/26/2002
7135Sarmad, As a perennial AMAT dark-side trader I take great offense with your &quoadvocatedevil-11/26/2002
7134>> And what fund do you manage where you seek out investment information fSarmad Y. Hermiz-11/26/2002
7133First you tell me what your problem is. Then maybe you might like to elaborate zonder-11/26/2002
7132Fair enough. Possibly others see something yet beyond my horizon. This is why SIzonder-11/26/2002
7131If you so adamantly believe that NVLS is ridiculously overvalued, why are you seProud_Infidel-11/26/2002
7130Great post. I'm actually surprised that the video gaming stocks have not donReturn to Sender-11/26/2002
7129>> In addition you seem to jump all over anyone who has an inclination to Sarmad Y. Hermiz-11/26/2002
7128RE: "...high growth expected in the future...I do not see anything of the sCary Salsberg-11/26/2002
7127I see that NVLS has less than 2% profit margin in the most recent quarter, and tzonder-11/26/2002
7126>><i> If anyone knows why people are buying NVLS at this price, I woPink Minion-11/26/2002
7125Ketan, VXN is too nervous for me. How low will VIX go: all I have to go by is hiGottfried-11/26/2002
7124Sarmad, I agree. I just think you were being insensitive where it concerns RoberReturn to Sender-11/26/2002
7123Not just P/E and not even just valuation. A company can be valued at multipleszonder-11/26/2002
7122Gottfried, I saw your chart before. It's pretty helpful for visualizing buySpecialK-11/26/2002
7121Yes, I do feel the semi equipment group is overvalued, especially in light of thzonder-11/26/2002
7120<I>Anyway, I would appreciate comments on NVLS and thoughts on where "Kirk ©-11/26/2002
7119Rts, You said >> We are just about to hit the lower Bollinger Band on the SpecialK-11/26/2002
7118>>If you want to talk about NVLS, long or short, give a fundamental reasonSarmad Y. Hermiz-11/26/2002
7117Hi zonder, I think your choice of NVLS is right on if you are considering shortiThe Ox-11/26/2002
7116Zonder, not sure what your NVLS short target is, but my SWAG is best-case for a SpecialK-11/26/2002
7115zonder, while I do not short, I hold no animosity versus those who do [unless thGottfried-11/26/2002
7114Ketan, I made a chart with VIX, bpcompq and compq [a week or so old] home.attbi.Gottfried-11/26/2002
7113OT: Sarmad, I don't think you are being fair to either Robert or Zonder. RobReturn to Sender-11/26/2002
7112Sorry about the gender presumption. And in case you did want to see Robert'Sarmad Y. Hermiz-11/26/2002
7111You appear to have chosen NVLS because of the PE numbers. NVLS has traditionallCary Salsberg-11/26/2002
7110>> Hmm. Sorry if I hurt your feelings with my intended short on NVLS. PlSarmad Y. Hermiz-11/26/2002
7109I think a good case can be made for the entire semi equipment group being overvaReturn to Sender-11/26/2002
7108Re NVLS <I>you might benefit to read this</I> Yes, I saw that newszonder-11/26/2002
7107>> If anyone knows why people are buying NVLS at this price, I would appreSarmad Y. Hermiz-11/26/2002
7106From Briefing.com: 8:56AM JP Morgan starts coverage of Communications Equip SectReturn to Sender-11/26/2002
7105I am about to short NVLS and was wondering if anyone out there thinks it merits zonder-11/26/2002
7104Rts, To be honest, I only started to look at the COMP to SOX comparison since I SpecialK-11/26/2002
7103Bill, thanks for posting that link! <b>Holiday Cheer</b> By StevenReturn to Sender-11/25/2002
7102From Briefing.com: 5:30PM After Hours Monday : A slightly weaker bias is evidentReturn to Sender-11/25/2002
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