Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 242.41

+5.0%

3:59 PM EST

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To: klaus pluszynski who wrote (28513)	2/23/1999 8:50:00 PM
From: EACarl	Read Replies (1) of 70976

Klaus, if I may contribute to the theme of your post...... I am not too thrilled about LTXX or SVGI, but I think that KLIC is a winner. If I use your simple calculation I also find that LRCX and ASYT are MTSN are very close to 1, while EGLS, COHU, and SFAM are significantly below 1. Of these I would choose COHU and SFAM and MTSN as the having the best prospects based on current price. Also your calculation will make the "back-end" companies within the sector look cheaper, since they typically sell for less of a price to sales (these would include EGLS, COHU, KLIC) Good luck! Eric.

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