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Politics : Formerly About Applied Materials
AMAT 230.77+0.9%Nov 12 3:59 PM EST

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To: Proud_Infidel who wrote (33857)1/19/2000 12:08:00 PM
From: Sonki  Read Replies (1) of 70976
 
i assume erning is aroumd mid Feb? At that time we get an upgrade target to $210 based on 63 X the forward erning.

Most of the semi are trading at 2.37 peg. I assume growth rate of 27% even though we are going to have a kiling YoY erning.

any thoughts>
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