Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.13

+2.2%

3:59 PM EST

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To: Jeffrey D who wrote (26582)	11/20/1998 3:01:00 PM
From: Paul V.	Read Replies (2) of 70976

Jeffrey D. and threaders, O'Neill warned that the recent rally in capital equipment stocks has put some shares ahead ofthe fundamentals, and they could fall again. Other stock analysts also believe semiconductor and related stocks have become inflated in the recent run-up.<i/> Want some further Bear meat. Just check the Rolling PE (chart) against the current price. According to the WSJ Journal Chart and the Big Chart I ran on AMAT today it was showing a PE of 49.53. Remember, the previous high PE was 51 during the last up cycle. Click on the following Big Chart site. Note that I used three years and PE. Also, run the Rolling PE against price. bigcharts.com Now strickly fundamentalist please explain such a high PE. Local brokers that did not get into AMAT are citing this high PE. Those who are in look at the future PE. The glass is half full or half empty philosophy criteria holds here. Gottfried, just thought I would get the Bear meat out early,<vbg> Just my opinions.

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