Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: Jacob Snyder who wrote (22270)	7/31/1998 12:12:00 PM
From: David Semoreson	Read Replies (1) of 70976

>>I will only take new long positions on quality stocks whose PE is below their past and expected future EPS growth rate. That means, given current conditions, I can't take any new long positions. << Take a look at MRVC. Gigabit Ethernet, Fiber products. 7 consecutive years of 40% growth trading at 13x next 12 months earnings.

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