Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 329.07

-2.2%

Feb 10 3:59 PM EST

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To: marc henschke who wrote (32181)	8/20/1999 2:07:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Marc, Agree with everything you said. What makes the current downturn so painful is that it is occurring while many money-making-less firms(ie nets) are once again sailing along at absurd valuations, while AMAT, a Gorilla in its own right, is languishing at about 20 FY00 earnings. How many companies have NM's of 17%+ and a stranglehold on the sector in which they operate? The only ones that immediately come to mind are MSFT & CSCO. When was the last time either of these traded at 20X earnings???? BK

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