Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 248.42

-4.0%

Dec 17 3:59 PM EST

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To: Proud_Infidel who wrote (47352)	5/30/2001 12:31:33 AM
From: EACarl	Read Replies (1) of 70976

Brian, RE "Let's just say that I do not agree with your assessment" Obviously!! I think it fair to say that neither of us will convince the other, BUT I am amazed at your lack of logic. We agreed in an earlier post that AMAT low of 96 cycle was 1X sales, 98 was 2X, and now we are at 4X. Am I to assume that during the next down cycle you will be telling us all that AMAT is a great bargain when it trades at 8X sales?? Or do even you draw the over valuation line somewhere?? Eric.

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