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Politics : Formerly About Applied Materials

AMAT 256.40

+1.2%

3:59 PM EST

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To: Cary Salsberg who wrote (47234)	5/24/2001 7:24:53 PM
From: trilobyte	Read Replies (1) of 70976

>I question the assumption that bookings will improve enough >in the September - March period to support current prices. who knows the future! Next March is a far way time... But if business takes off even in a modest way, AMAT will be doing 2b in rev and .50$/share per quarter, more than enough to support a 50$/share price. If business is stronger, we'll see 3b in rev and .90$/share per quarter. That probably implies a double from here, maybe not in 6 months, but perhaps in 18. >no limit poker game decisions must be made based on more serious reasoning, right? >almost destroyed the economies of the SE Asian countries >that borrowed and expanded without regard to real need Good grief, and that is why Taiwan and Korea now have world leading semi industries. I'm sure many countries wished they had been a little more reckless at the time and followed the lead of these countries... I thought that the Korea fiasco of 98 was due to currency speculation. >When you imagine a PE of 50 on earnings from cycle peak >sales, I imagine an enthusiastic participant on the wrong >end of the dot-com fleecing I wasn't implying that 20b and 6$/share represented a cycle peak. Only a step along the way to 30b and 10$/share! If KO and GE can have p.e.'s of 40-60, why not AMAT? Trilobyte p.s. still holding my AMAT purchased in the spring of 1996. No intention of selling.

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