Semi Equipment Analysis 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.

Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (10697)	7/24/2003 1:58:05 AM
From: Donald Wennerstrom	Read Replies (3) of 95487

But then, we can always ask ourselves - AMAT was at a next years PE of 42 today - why not a next years PE of 51 like KLAC had today. Let's see - that should get us to 51/42 times AMAT's close of 19.30 today or about 23.43. If we don't like that, how about like an LRCX next year PE of 62? That would give us 62/42 times 19.30 or about 28.50. Hey, we have a lot of room to grow - after all, with a "huge" order of 100M+, there should be a lot of room to run.:) Don

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next