Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 315.93

-0.8%

9:38 AM EST

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To: Bald Man from Mars who wrote (23380)	8/26/1998 8:19:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

OT Bald Man, Just curious, do you have any long positions in other stocks in this sector, or have your eye on stocks that you perceive as more attractive in terms of valuation? This is the sticking point with the Bears. The valuation of AMAT will not be in line with say, an SFAM or an LRCX. Kind of like CSCO and COMS. They are competitors yet the valuation of one is at an all time high yet the other is nowhere near levels it once held. I am not arguing AMAT is more expensive in terms of P/B, P/S etc etc etc. What I am saying is that I think a premium is warranted and thus far so does the market, not only on AMAT but also CSCO. BTW, I expect valuation levels for AMAT to exceed all historical valuation levels once the recovery is underway. BK

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