Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

Feb 3 3:59 PM EST

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To: Alan Siegal who wrote (4552)	5/15/1997 8:28:00 PM
From: Proud_Infidel	of 70976

Alan, Have you considered looking at other names in the semi-equip industry? LRCX is currently trading at a trailing PSR of .91(I believe) well below its historic PSR low. AMAT is trading at a premium to its high end historic PSR. But I believe this is because the market now is willing to pay a premium for the big names, one that are tried and true with high visibility, good liquidity, and some predictability(i.e. AMAT, INTC, MSFT, KO etc.) After the drubbing last summer and again this year of the small caps, MM's are really hesitant to put much into the less liquid names. Because of that, there are rare opportunities in some of the smaller names with great potential once the MM's get over their fears and back to greed as they inevitably will. regards, Brian K

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