Semiconductor and Semi-Equipment Analysts - Their Calls Message Board

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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls

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To: FJB who wrote (8)	12/8/1998 4:41:00 PM
From: Ritz	Read Replies (1) of 195

Re: Billiat's AMAT analysis It seems questionable to me that Billiat should be recommending a stock already trading at 22.5 times 2000's projected earnings when there other stocks in the sector (SVGI for example) still trading below book value.... -Ritz

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