Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

Jan 14 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam Citron who wrote (53307)	9/27/2001 4:23:27 PM
From: Jacob Snyder	Read Replies (1) of 70976

re: we should be doing our comps with 1972-3 valuations as well as 1991-2 Good idea, except that most of the companies in my portfolio, and on my wishlist, didn't exist in 1973. Their entire industries/sector didn't exist either, or existed in only embryonic form. There are zero historical data points to try to figure out what a reasonable P/S or P/CF or PE is for JDSU or QCOM or EMC during a global recession. Sigh.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next