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Technology Stocks
Irrational Semiconductor Stock Prices

An SI Board Since June 1997

Posts	SubjectMarks	Bans	Symbol
17	0	0	VTSS

Emcee: Stock Guru	Type: Unmoderated

Introduction Market Data Compact

I've noticed the semiconductor stocks have returned near or close to record levels. The Sox hit a new all time high earlier this year. however revenues certainly aren't at their peak and neither are earnings. The book to bill is to blame, without it these stocks will continue to trade at irrational levels. One that isn't is intel, i would say off the top of my head the rest are, but there are probably a few exceptions. Growth in the semi sector doesn't mean a pe of 30+ is worth it, everyone (most) has forgotten this is a cyclical sector.
Some of the most overvalued semis include vitesse, triquent, sierra, mchp, lscc, lsi, txn, etc, etc...

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Reply	Message Preview	From	Recs	Posted
17	Sorry, russ, I'm not short anything, nor am i trying to move markets. I ha	Stock Guru	-	7/11/1997
16	Stock Guru should be called Short Guru. Are you trying to move prices down by	Russ B.	-	7/11/1997
15	actually, it goes by a lot of ticker symbols, like lscc, mu, vtss, txn stm mchp	Stock Guru	-	7/8/1997
14	I'm not familiar with Irrational Semiconductor. What is the ticker symbol?	Chip Tester	-	7/8/1997
13	Dennis- The opposite happened today...the others caught up. BUT AMD just annou	hcirteg	-	7/8/1997
12	The sia numbers better improve, or else these stocks will be too far ahead of t	Stock Guru	-	7/8/1997
11	Last quarter (calendar Q2 '97), an LSI analyst made "visionary negativ	Dan Spillane	-	7/8/1997
10	Semiconductor sales should be the key to stock prices, but it hasn't been.	Stock Guru	-	7/7/1997
9	Isn't semiconductor sales growth key to stock price? For example, the SIA j	Dan Spillane	-	7/7/1997
8	LSCC is breaking out today while most other semis (except INTC) are not moving	Dennis Lee (Hijacked)	-	7/7/1997
7	Well, lsi already fell a bit this week then rebounded. I think the thing to do	Stock Guru	-	7/4/1997
6	Wait a week until some earnings are in. I am absolutely certain that one (and m	Larry Abrams	-	7/4/1997
5	can't say my thread is a hit, but those puts will one day be "worth th	Stock Guru	-	7/4/1997
4	I think altera will make a breakout to the downside maybe in a month as some ot	Stock Guru	-	7/2/1997
3	SG: Thnaks for the input. The trading range on LSCC for the past 10 days is de	hcirteg	-	7/2/1997
2	July may be a little soon. They expire in less than 3 weeks. I'm looking	Stock Guru	-	7/1/1997
1	The TA says that LSCC has the bottom fall out...and soon. I'll be going sh	hcirteg	-	6/30/1997

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