SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (33214)11/17/1999 1:02:00 AM
From: Q.  Read Replies (3) | Respond to of 70976
 
Thanks Gottfried. The best peers on the list are probably INTC and AMAT, since both are in the SOX.

Your table shows they presently have similar PSR's.

I would suggest that INTC should be awarded a higher multiple than its capital goods supplier, AMAT, to reflect its superior net margin and reduced cyclicality, as compared to AMAT.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News