Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.90

+0.4%

Dec 26 9:30 AM EST

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To: Big Bucks who wrote (33869)	1/19/2000 5:30:00 PM
From: Lone Star	Read Replies (1) of 70976

I thought we were talking about Applieds earnings outlook, not whether the current stock valuation was "pricey". Hell yes its pricey and I have no certainty nor confidence these kind of valuations will hold, especially in a higher interest rate environ. The current valuation is in line with the way the tech sector is valued, so until a sea change occurs in general AMAT, NVLS, etc. will go up as their earnings go up. I was merely pointing out my confidence of the business conditions, and that fabs will be built to meet demand, and furthermore which I didn't mention before there will be more technology buys as well ( sub-.18), new processes buys ( Cu and the like) and then 300mm. Stock valuations- that can be argued ad infinitum.

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