Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 295.83

+4.1%

Jan 6 3:59 PM EST

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To: KMcKlendin who wrote (48330)	6/21/2001 9:35:08 PM
From: Cary Salsberg	of 70976

RE "To be fair, my technique has possible weaknesses: (1) the assumption that JSDU's profits will significantly grow in the LT future may be wrong; (2) my fundamental value analysis may be wrong and the stock may still be overpriced." Since I started the "Blood" thread, I agree with your general technique. The weaknesses you mention above are not with technique, but with the necessary analysis to support the technique. What analysis have you done to support your long term growth hypothesis and have you quantified your expectation? What kind of fundamental valuation analysis did you do and is it quantifiable? I think it might be helpful to expose your analysis to others' scrutiny before you commit your cash.

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