Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.31

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Nov 13 3:59 PM EST

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To: robert b furman who wrote (7472)	10/10/2003 12:50:07 AM
From: BWAC	Read Replies (1) of 25522

<These guys have gotten themselves lean and future orders will amaze most with the levergaed capabilities.> No doubt. It will amaze. One thing these companies have done well is get lean. When KLAC turns $2.50ish in yearly earnings you will see a lot of shock. And a lot of how'd they do that?!? I'm sure somebody will be ready and willing to pay well over $100 (KLAC stock)for that. Just remember to sell it to them! And walk away til next time. KLAC average earnings over the 1998 thru 2002 cycle (5 years) was 75 cents. I figure anything over about 30 times that number is incrementally increasing your risk with each higher numeric multiple. But that doesn't matter, the "greater fool" line to buy at $100 is already forming.

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