Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 332.72

+4.1%

3:59 PM EST

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To: John Chen who wrote (20384)	6/15/1998 10:02:00 AM
From: 16yearcycle	Read Replies (1) of 70976

John, I have to get a quote by calling my broker or wait until the end of the day, in which case the services seem to have it. It will be listed on nyse in august. On the saphy thread, there is a fair amount of info.For financial info, go to sap's website on the net. Plan to weed through the info slowly, making appropriate translations. The stock has gone insane over the past 6 months or so. It should be a core holding, but maybe not at these prices. It is selling at about 60 times 1999 earnings, but it is growing at about that rate. 50% move in 2 months, so don't yell at me if it drops from here. There is considerable expectation on it exploding this summer due to the nyse listing..there are bozo's who need a quote every 10 seconds or so, so the listing may drive the price up. IN THE LONG RUN, LIKE KLAC AND AMAT, IT WILL TRADE ON FUNDAMENTALS.

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