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Politics : Formerly About Applied Materials
AMAT 341.36+1.3%Jan 29 3:59 PM EST
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To: semi_infinite who wrote (46775)5/15/2001 5:42:38 PM
From: Sun Tzu  Read Replies (1) of 70976
 
Does anyone know of a tradable instrument that closely tracks the semicap stocks? SMH is too chip oriented for my liking.

On another note, my rough calculation says that AMAT is now trading around 6x CY01 revenue. How does that measure in relation to historical valuations of AMAT around its fundamental bottom.

thanks in advance,
ST
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