Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 218.30

+8.6%

Jan 9 3:59 PM EST

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To: Cary Salsberg who wrote ()	2/15/2000 7:27:00 PM
From: Steve K	Read Replies (1) of 10921

Below is a link to a graph of AMAT's earnings/share vs. revenues since 1Q99: geocities.com 2Q00 estimate was from a poster on the AMAT thread that listened to the conference call. Anyone care to take a stab at: (1) the length of the present up cycle, (2) annualized revenue growth at AMAT during that time, and (3) AMAT's PE ratio at the peak of earnings? I know that this is very simplistic, neglects merger with ETEC, and probably is dangerous given the visibility in the semi equipment field, but it may provide a start for developing an exit strategy. Steve K positions: long AMAT & ASYT and starting to wonder about valuations

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