Galapagos Islands Message Board

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Strategies & Market Trends : Galapagos Islands

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To: Jorj X Mckie who wrote (39458)	5/13/2003 2:09:58 PM
From: Techplayer	Read Replies (3) of 57110

What's your take on AMAT? Earnings today. I have doubled the position that I started this morning. (doh!) The set-up is in place. 12-17 is the expected range according to comments out this morning. guidance of 10% revenue growth this quarter and 20% in the following quarter gets it there. i don't see it. A quick glance at the numbers has AMAT at 5X revenues (5 year midpoint), an enormous PE (100+), no growth, 5 year low return on equity and assets and 3.5X book. A bargain by all metrics. :) stockcharts.com[w,a]ehclynay[pb50!b200!f][iUb14!Lp14,3,3!La12,26,9!Ll14!Lk14][J11547264,Y]&pref=G

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