Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Chaussee who wrote (17725)	3/15/1998 11:54:00 AM
From: Gottfried	Read Replies (1) of 70976

Chaussee, I'll add your estimate soon. Thank you! You said >>Still wincing from catching the falling knife in November 1997, should have listened to BB!<< It would be very useful to state our exit strategy here for discussion. We need to draw a distinction between long term investors and in-and-out traders there. I know, some of us are both. The most obvious indicator for me is P/E. It gave a clear warning sign (which I didn't heed) last summer, when trailing P/E exceeded 50. For a chart of P/E please see... geocities.com and for PSR... geocities.com GM

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