Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Gottfried who wrote (25721)	10/24/1998 8:08:00 PM
From: Paul V.	Read Replies (1) of 70976

Gottfried,Based on that analysis AMAT isn't worth $34 right now. I totally agree. But in looking back in 1996 AMAt prices were not worth the EPS. You published a chart earlier in which you showed the comparison of AMAT price to EPS, I believe for 1996. I recall that there was an opposite relationship between the two. You may want to repost that chart of price as compared to EPS during that approximate time period. I do pay a tremendous amount of attention to AMAT fundamental analysis. It is the first thing I do before investing. However, with such a violatile stock like the SEMI's I buy the Gorillas, lookk at past performance, then let the supply and demand movements as calculated on the DW Market, Sector, RS, and specific stock dictate my purchases. Additionally, I place emphasis on the downside risk vrs the upside gain along with tracking the IBD published data. So far it has worked for me as I have been able to average 25.5% cpmpounded growth since 1986. However, in investing past success is now indication to future gain, IMO. Just hope I am able to continue to continue this pattern. But, who knows. Just my opinions. Paul V>

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