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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Lucretius who wrote (67578)2/14/2001 12:14:12 PM
From: Mark Adams  Read Replies (1) of 436258
 
AMAT has a PE of 15 and nearly no debt, not to mention it's the category killer.

Now, I think semi equips deserve a forward PE of 10 at this time, which would put AMAT closer to $30 than $40, but the premium people are willing to pay to be in this stock 'just in case' results in it always out performing other stocks in the sector.

Heard that someone upgraded the whole semi-equip group today, which may be why the stock is up. I did trim 50 shares from my 100 share long this am. The other 50 may go at 47. And this after I told Cobalt I would not sell this am. Hope I don't regret it 9 months from now.
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