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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Q. who wrote (33208)	11/16/1999 3:03:00 PM
From: Proud_Infidel	Respond to of 70976

Not at all. I remember in the early 90's INTC was given a p/e of 10-15 much of the time. Eventually the Street came to a better valuation for it. I believe the same is true here. Prior to '99, the high PSR for AMAT was ~5.4, while MSFT and CSCO had PSR's of 20. AMAT has similar mkt share and margins; why shouldn't it receive a better valuation? BK

To: Q. who wrote (33208)	11/16/1999 3:06:00 PM
From: marc henschke	Read Replies (2) \| Respond to of 70976

To all: Would be most appreciative if someone could post the 1-800 number, access code number, and East Coast time at which the replay of AMAT's conference call will first become available for listening. TIA.

To: Q. who wrote (33208)	11/17/1999 12:35:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

D and Brian, the PSR discussion got me interested in comparing PSR historically between AMAT, INTC, MSFT and CSCO. I suggest checking against other sources, like Yahoo. Yahoo uses trailing twelve months for sales. Prices on these charts are weekly and go back to 1995. geocities.com geocities.com geocities.com geocities.com A table comparing certain ratios etc. [I suggest ignoring the valuation models] geocities.com The program used is Power Investor by Investors Alliance. G.