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Politics : Formerly About Applied Materials
AMAT 220.28-6.4%3:59 PM EST
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To: Fred Levine who wrote (36971)8/24/2000 1:58:10 PM
From: Demosthenes  Read Replies (1) of 70976
 
Fred,

Here are the last two sentences:

<<However, we doubt that today's high current valuation levels will be sustained through 2001. Profitability will have to rise substantially above our current estimates to justify higher security prices. This may be a tough task in a slowing market. Capacity additions (pricing) is key.">>

So he is saying he sees no upside? or is he saying that valuations will remain the same on much larger earnings over the next 12 months?

I don't get it.

D
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