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Politics : Formerly About Applied Materials
AMAT 266.85-0.5%2:05 PM EST
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To: Proud_Infidel who wrote (14285)1/8/1998 12:31:00 PM
From: 16yearcycle  Read Replies (1) of 70976
 
OFF TOPIC,

Brian,

You sometimes include msft in your overvalued lists. The fallacy here is that real trailing earnings, if you review their financial statements closely, are about 4.25 for the past 12 months, a pe of 30.82(approximately). By July 1, expect these numbers to be about 4.60 and 28.5. Growth rates have exceeded these levels forever.

This has escaped most folks. The drop to 116 recently was a good opportunity.

I know they are well hated, and several of you who I respect will throw me in the garbage pile for any defense. Do or say what you will, but as an investor, my advice is to look closely before deciding what the business value of that company should be.

Please don't run me off, I promise not to bring them up again. Here.<G>

Gene
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