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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST
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To: Q. who wrote (33215)11/17/1999 9:31:00 AM
From: Proud_Infidel  Read Replies (1) of 70976
 
I would suggest that INTC should be awarded a higher multiple than its capital goods supplier, AMAT, to reflect its superior net margin and reduced cyclicality, as compared to AMAT.

AMAT's NM's are approaching INTC's and we are only 1Q into the recovery. Additionally, AMAT's growth rate should be well above INTC's for the forseeable future. Both of these factors favor a higher premium, not a lower one.

BK
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