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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST
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To: Sam Citron who wrote (52789)9/21/2001 1:05:57 PM
From: Cary Salsberg  Read Replies (2) of 70976
 
LLTC achieves 40+% after tax profit margins, so a PSR = 12 translates to a PE < 30. I think AMAT is the only Silicon Valley company I would rather own, and AMAT is far more cyclical. LLTC achieves its profit margins through GREAT engineering and strict cost controls. People work very hard at LLTC, but their stock options make it worth while.
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