Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.73

+6.1%

Feb 6 3:59 PM EST

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To: Tony Viola who wrote (39716)	11/15/2000 6:56:23 PM
From: t2	Read Replies (1) of 70976

Tony, 20 billion in 3 to 5 years also means increasing earnings over that period. For a stock with a PE of 11 or 12 going forward, that is exceptional! Obviously, the company is taking a view that totally opposite to some sell side analysts who have predicted a sharp drop in the industry.

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