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 237.79

-1.2%

10:15 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jacob Snyder who wrote (53902)	10/9/2001 11:47:34 AM
From: Hank Stamper	Read Replies (4) of 70976

Nice analysis. How is it possible that the p/e could get to 10 or lower? Through a series of bear/bull cycles in which each cycle progressively lowers the high and low p/e. In this senario, the last bear bottom brings us to the range of the historical low p/e. This is the opposite side of the coin of the expanding p/e ratios we saw develop between 1982 and 2000. How long will that take? I.e., how many bear/bull cycles will we see before we hit the final, final bottom with a p/e close to 10? It would be interesting to know the mean p/e contraction in a typical bear. Then, one would multiply the contraction value by the average length of a business cycle to arrive at a hypothetical time frame for the final, final bottom in the series. Is this wacked out or what? Ciao, Hank Stamper

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next