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Politics : Formerly About Applied Materials

AMAT 229.60

+1.6%

10:35 AM EST

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To: Justa Werkenstiff who wrote (27745)	1/16/1999 10:47:00 AM
From: Xpiderman	Read Replies (2) of 70976

Justa, >>I hate to bring up fundamentals but AMAT is at a P/B of 5 plus with a historic high in the past five years of 5.3. It has a P/S of 6.1 compared to a five year historic high of 6.8. << Thanks for your AMAT P/B and P/S analysis. My question is what sales and earning numbers are you using in your calculation, four quarter trailing numbers or four quarter forward estimate numbers? I got the following trailing numbers of AMAT from Baseline Company Profiles as of 1/13/1999 when AMAT closed at $54 7/8: P/S of 4.9 (with a 5 year range of 1.0 to 5.2), P/B of 5.8 (with a 5 year range of 1.6 to 6.8), P/Cash Flow of 30.7 (with a 5 year range of 5.2 to 32) Do you think a rapidly rising sale numbers in next 4 quarter can justify the current valuation? Thanks.

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