Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Steve Lee who wrote (3048)	9/16/2002 11:21:13 AM
From: Kirk ©	Read Replies (1) of 25522

"On a valuation basis, we have a long way down just to reach historical means, let alone bear market values. " Yes, but some stocks are already at bear market bottom levels. -PEGS under 1 with 5 yr growth rates (LRCX is at 0.8, AMAT at 1.3, MXIM at 0.9 ) -Price/Sales under 2.0 (LRCX at 1.5, AMAT at 4.4, MXIM at 9.7) -Price/Book under 2.0 (LRCX at 2.1 ,AMAT at 2.7 , MXIM at 5.2) Too bad there is no source of P/S & P/B ratios in a single format like Don does for PEG. I'd also like to see a table for the companies showing these ratios at the last few cycle bottoms. Hint... hint for anyone reading. :) Kirk

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