Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.87

-2.7%

3:56 PM EST

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To: w0z who wrote (32437)	9/11/1999 8:38:00 AM
From: Proud_Infidel	Read Replies (2) of 70976

Bill, AMAT is a great company but it is very richly valued at $80 AMAT is trading at about 27X FY00 eps(their FY00 starts 2 months earlier BTW) so it is really trading where the broad S&P average is, and is expected to grow 22-25% for the next few years. How many top-tier S&Pers can say that? other semi equipment stocks that are much better values. Perhaps. But look at SFAM as case in point. Only 2 years ago this was the pure play on CMP b/c they had a large portion of the market. Now AMAT is near the top in the field and SFAM is struggling to survive! If SFAM were the exception to the rule, I might agree with your assessment, however it is not. We see time and again AMAT gain share where industry experts say they don't have a chance. Same goes for INTC, CSCO, MSFT....... BK

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