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Politics : Formerly About Applied Materials
AMAT 322.32-5.6%Jan 30 9:30 AM EST

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To: Proud_Infidel who wrote (36613)8/10/2000 10:33:15 PM
From: Ian@SI   of 70976
 
Wouldn't one
expect a company such as this in an industry which is the cornerstone as life as we know it to garner a multiple at least similar to
KO?


Not before the industry displays the same cyclic action as the beverage industry.

I haven't done it, and perhaps I should, but I suspect that AMAT's 5 Yr rolling average for Profits may well be larger than KO's. And if a $ invested in AMAT is going to return more than a $ invested in KO, then the answer approaches YES!

Ian.
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