Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Proud_Infidel who wrote (40267)	12/1/2000 3:40:42 PM
From: Jacob Snyder	Read Replies (1) of 70976

The analyst herd seems to be saying, "this sector sucks, the next 6 months look bad, (but things will improve in mid-2001, so don't buy yet). If you have to own a semi-equip, own a smaller-cap." That seems to be the spin-of-the-month. My take is, and always has been, that the semi-equip sector is going to consolidate, and bigger is better, longterm (a time frame of at least 3 years). EMC and CSCO are not cyclicals, and their future profit stream is (correctly) seen as more predictable than AMAT's, so they deserve a higher multiple. But not as high as the current differential.

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