Semi-Equips - Buy when BLOOD is running in the streets!

STOCKTALK

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Technology Stocks
Semi-Equips - Buy when BLOOD is running in the streets!

An SI Board Since June 1996

Posts	SubjectMarks	Bans	Symbol
10921	222	0	LRCX

Emcee: Cary Salsberg	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
9746	Bill Olstein just on CNBC pumping semis - particularly TQNT.	Terry D	-	4/18/2001
9745	Thanks Jay! We always have to sort out company specific issues and not draw bro	w0z	-	4/18/2001
9744	>> my point was that the street never acts in a very logical manner either	Sarmad Y. Hermiz	-	4/18/2001
9743	Uh, no, you don't want to average the p/e calculated separately for each yea	Q.	-	4/18/2001
9742	Here's an interesting take on RFMD from Tero Kuittnen at TheStreet.com thes	orkrious	-	4/18/2001
9741	Richard, my point was that the street never acts in a very logical manner either	Jerome	-	4/18/2001
9740	<i>At any inflection point, the data is likely to be noisy. When it is obv	w0z	-	4/18/2001
9739	That's the first time I've seen someone claim that that an argument is w	Math Junkie	-	4/18/2001
9738	<i> TER misses by a penny - no visibility </i> And reports a .59 Bo	Pink Minion	-	4/18/2001
9737	Interesting phenomenon *** no visibility....and a probable stock rally for the n	Jerome	-	4/18/2001
9736	Jerome, good question. I don't know either. You could start with PE and PSR	Gottfried	-	4/18/2001
9735	Using a multiple year average does make more sense. Is there an easy way to do t	Jerome	-	4/18/2001
9734	TER misses by a penny - no visibility dailynews.yahoo.com	Gottfried	-	4/18/2001
9733	p/e's can be used successfully with cyclical stocks if you average the denom	Q.	-	4/18/2001
9732	The problem I have with disregarding P/Es is that at the peak of the bubble, one	Math Junkie	-	4/17/2001
9731	Richard, we all have seen posts where the P.E. is the major metric used in attac	Jerome	-	4/17/2001
9730	Richard, Yes, P/E as a standalone number is meaningless. P/E with Growth has a	Ian@SI	-	4/17/2001
9729	<b>"Technology marches ahead. It has no clue whether we're in a b	w0z	-	4/17/2001
9728	re: when shorting is so predicatble, it is dangerous. Not all that predictable.	Jacob Snyder	-	4/17/2001
9727	Richard, no argument about index derivatives, even though I've never heard a	Gottfried	-	4/17/2001
9726	Are you saying that PE ratio should not be used as a guide to a stock's valu	Math Junkie	-	4/17/2001
9725	John, great article.All thread posters that use the P.E. ratio as a guiding ligh	Jerome	-	4/17/2001
9724	Why is it irrational? Suppose you bought something like DIA, SPY, or QQQ. Why wo	Math Junkie	-	4/17/2001
9723	John, assigning a single PE to any index would make sense if all its companies m	Gottfried	-	4/17/2001
9722	That's a great article. Thanks for sharing it. Some questions: Were the NA	Math Junkie	-	4/17/2001

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