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Politics : Formerly About Applied Materials
AMAT 304.08+2.2%Feb 5 3:59 PM EST
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To: Katherine Derbyshire who wrote (45695)4/21/2001 1:17:31 AM
From: XBrit   of 70976
 
That's an interesting thought, Katherine. One could certainly argue that AMAT is selling a more knowledge-intensive (higher-value) product over time.

And it certainly seems AMAT doesn't want to fall to previous trough valuations of 1-2 times sales.

However, many other long-established tech stocks (like INTC, MSFT) seem to have similar historically-high valuations also. So I still suspect that residual bubble characteristics in the Nasdaq are the biggest reason why price/sales remains so high.
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