Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Tito L. Nisperos Jr. who wrote (4750)	5/21/1997 11:39:00 PM
From: EACarl	of 70976

Tito, Using your PE = 20, 5-yr average, multiply by the NEW concensus 98 earnings estimate of 3.37 (posted by Teri earlier today) and surprise surprise surprise what do we get? ~67$, and where is the stock now? you got it ~67$ amazing isn't it! So it appears that we're looking more like 17 months ahead (not 9-12)for fair value (fiscal 98 ending in october). Dont get me wrong , NO WAY would I sell my AMAT, nor would I short, but it looks as though the "easy" money has been made from 22$ to here, and now we will need the upward revisions in earnings estimates and the real quarterly improvements to continue the upward climb. I think to be realistic we all should not expect the spectacular performce we've had recently to continue, but instead, a somewhat slower climb but still profitable climb from this point. Eric.

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