Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 269.91

+1.1%

1:31 PM EST

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To: Sam Citron who wrote (61936)	3/12/2002 12:11:59 PM
From: Cary Salsberg	Read Replies (1) of 70976

OT One of the pearls of wisdom I gleaned from Ken Fisher's "Super Stocks" is that when a company gets very large its PSR tends to 1. LU is very large, $20B, down from $25-30B. While a PSR of 1 is extremely attractive for a SMALL growth company, LU's PSR of 1 is where it belongs and share price should grow at the same % as revenue growth. Of course, we all have the dream of "irrational exuberance" and "greater fools" to make our speculations work out like investments.

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