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Politics : Formerly About Applied Materials
AMAT 230.06+0.6%11:59 AM EST
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To: Cary Salsberg who wrote (36018)7/25/2000 12:55:19 AM
From: Math Junkie  Read Replies (1) of 70976
 
Cary, thanks for your comments. One point I would add is that I think that the P/Es need to be judged in relation to the S&P, which has considerably higher P/E now than during previous semiconductor equipment cycles.

P.S. I admit that I overreacted. Next time I get that emotional, I'll go for a walk before posting. God knows I need the exercise.
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