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Non-Tech : Tulipomania Blowoff Contest: Why and When will it end?
YHOO 52.580.0%Jun 26 5:00 PM EST

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To: EL KABONG!!! who wrote (3489)3/22/2002 8:33:07 AM
From: Mad2   of 3543
 
Wow!
I looked at the numbers AMAT put up last qtr and was surprised. I wonder how legitmate their revenue recognition is.
Anyway its rich.
Anualized 4th qtr revenue (before accounting change), imputes a 27% growth rate (46B/(424M*4)=27.
Looks to me like its fully priced for a full recovery.
To be honest I havent been following many tech stocks, not enough value to attract my dough. Whole sector is still overpriced, IMO.
Prefer to stand on solid footing.
mad2
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