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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
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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17 Sorry, russ, I'm not short anything, nor am i trying to move markets. I haStock 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 mchpStock 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 annouhcirteg-7/8/1997
12 The sia numbers better improve, or else these stocks will be too far ahead of tStock Guru-7/8/1997
11 Last quarter (calendar Q2 '97), an LSI analyst made "visionary negativDan 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 jDan 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 doStock Guru-7/4/1997
6 Wait a week until some earnings are in. I am absolutely certain that one (and mLarry Abrams-7/4/1997
5 can't say my thread is a hit, but those puts will one day be "worth thStock Guru-7/4/1997
4 I think altera will make a breakout to the downside maybe in a month as some otStock Guru-7/2/1997
3 SG: Thnaks for the input. The trading range on LSCC for the past 10 days is dehcirteg-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 shhcirteg-6/30/1997
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