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Politics : Formerly About Applied Materials
AMAT 245.35+1.2%9:58 AM EST
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To: Steve Robinett who wrote (13730)12/21/1997 10:38:00 PM
From: Paul V.  Read Replies (1) of 70976
 
Steve, >Right now, even adjusting forslightly lower sales next year, AMAT should produce about $2/shr in '98, which makes the stock's current value anywhere from $30-$40/shr.<

The unknown element based on your above EPS figure is what PE value will Wall Street and momentum players place on AMAT. At a PE of 25 we have $50, at 30 = 60, at 40 = $80, at 49.50 (last upside PE) PE we have $99. We learned this last runup to $108 ($54 post split) that trying to project Wall Street is next to impossible.

Just my $.02.

Paul V.
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