Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Jacob Snyder who wrote (24650)	9/27/1998 12:02:00 PM
From: Ramsey Su	Read Replies (2) of 70976

Jacob, GM, I have followed this MS site for a few months and find it to be amazingly unbiased for a brokerage. Roach is a weekly contributor and I find his writings very enlightening. ms.com Looking forward, I think we are heading into a stage of confusion never experienced by most of the "investors" today. PE/G valuation models do not work during periods when the growth rate is negative, as in the case of AMAT. It used to be so simple that a company with $1 earnings growing at 25% should be worth $25. Now the P, the E and the G of the PE/G formula are all guess work. cme.com When the above is factored into market, new and creative valuation models will emerge. I opine that the value of AMAT is already in the subjective "eyes of the beholders" category. The entire market is headed in that direction. It will not be boring investing in the next few months. Ramsey

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