InvestorsHub Logo
Followers 3
Posts 416
Boards Moderated 0
Alias Born 07/07/2002

Re: None

Tuesday, 02/11/2003 8:06:53 AM

Tuesday, February 11, 2003 8:06:53 AM

Post# of 704019
Semi equipment comments

From a Soundview report yesterday. They must be joking.

"We believe the semiconductor capital equipment stocks are unusually good
bargains at their current prices, especially in the aftermath of Applied
Materials' recent indications of lower than expected order growth. We believe
valuations are compelling relative to their trading history, as well as
relative to the stocks of their customers or their customers' customers. We
believe the bellwether issue of the space - Applied Materials - is more
attractive than Novellus Systems."
Join InvestorsHub

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.