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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: michael97123 who wrote (5953)	10/9/2002 9:13:40 AM
From: Alastair McIntosh	of 95525

Hi michael97123. I posted yesterday my estimate of AMAT's earnings for 2003 and 2004. Based on a P/E of 20 the shares would be valued at $11 in 2004. Message 18087372 I think that we will revert to more reasonable earnings multiples in the coming years as a result of declining long term growth rates in the industry. What the actual share price will be, I don't know. I'm not really an analyst although I sometimes play one on S.I. Al

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