Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 232.38

+3.2%

2:25 PM EST

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To: klaus pluszynski who wrote (30116)	5/13/1999 10:22:00 AM
From: Gottfried	Read Replies (2) of 70976

Klaus, thanks for the comparison. I think EMC should not be averaged in with SEG, QNTM etc. It's multiples are much higher than those of pure drive manufacturers, which are actually more undervalued than semi equips. This looks like an attempt to boost a group [semi equips] that has already risen more than 100 % from its lows. Gottfried

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