Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: Sun Tzu who wrote (37071)	8/30/2000 1:52:44 AM
From: Math Junkie	of 70976

Sun Tzu, one of the things that was pointed out in this thread about two years ago was that AMAT gains market share during every downturn. Consequently, even though forward P/E ratios for the company have stayed more or less in line with the other big cap names in the sector, their stock fell less than the others during the 1997-1998 downturn, and gained more than the others in the 1998 to 200X upturn. I think that has a lot to do with "Why AMAT".

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