Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Proud_Infidel who wrote (47263)	5/29/2001 12:00:41 AM
From: EACarl	Read Replies (2) of 70976

Brian, sorry for the delayed reply, I have not been on the past few days. You say "AMAT trades well below KO(as well as most large caps with slower growth rates) on both a PSR, PE, and P/Book basis". I have two problems with that statement. 1. I also consider KO to be extremely over valued. I don't believe that one stocks over valuation is justification for another to be over valued. 2. KO is not cyclical, AMAT is. Cyclical stocks (as the semi-equips have been) have always been given lower valuations. We may both be missing the point here. AMAT IS over valued, that should not be in dispute. Use whatever benchmark you like. However, it may still rise in value anyway, thus making you correct. As history has proven to us, the "greater fool" theory can work.............. Eric.

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