SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials
AMAT 319.56+0.3%12:42 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dr. Mitchell R. White who wrote (34898)4/22/2000 3:34:00 PM
From: Mephisto  Read Replies (2) of 70976
 
[ Breadth in the market is hurting, though, and I always think that's a worrisome indication. We may not have reached the real bottom, just a local breather. I'm sure there is
more volatility to come, especially in our industry, as I posted about some weeks ago.
.

Mitch, I worry. I think investors may realize that it is not a good thing to pay high P/E multiples for .com companies that don't have any earnings.

And, in general, they may begin to consider P/E more seriously.

The "wealth effect" in our real estate market is not a figment of many imaginations, according to a neighbor. This week she told me a real estate agent said many buyers pay cash, and houses sell for thousands of dollars above the asking price.

Recently AMAT bought a new company called Etec (I think). How will that company impact AMAT's earnings?

Cheers,

Mephisto
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext