Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.27

+4.5%

3:59 PM EST

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To: 10K a day who wrote (45825)	4/24/2001 3:55:54 AM
From: Math Junkie	Read Replies (2) of 70976

I have certainly been surprised by the extent to which AMAT's PSR, P/B, etc. have held up compared to previous industry cycles. And I don't really buy Jonathan Joseph's argument that things have gotten so bad that they can't possibly get worse. That is a plausibility argument at best. That having been said, I would be careful about comparing AMAT to CSCO. Deep downturns are old hat for semiconductor equipment companies, and from what I've heard, Cisco has not experienced this even once.

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