Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

-2.7%

Nov 11 3:59 PM EST

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To: Gottfried who wrote (34052)	2/5/2000 8:38:00 PM
From: Proud_Infidel	Read Replies (2) of 70976

G, the trouble with fair value is that it doesn't take demand/supply into account. [Which is difficult or impossible to project Normally Supply/Demand is difficult to gauge. However, when you have CPQ, DELL, GTW etc all saying they are going to miss the Q because they cannot get enough chips, it doesn't take a rocket scientist to see that INTC's projected eps is most likely low for the forseeable future. It would logically follow, that INTC's fair value would deserve a greater market multiple than the overall market. Unless I am missing something here????? You see I do not understand Syder (il)logic:-) BK

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