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

To: Q. who wrote (33215)	11/17/1999 1:05:00 AM
From: Gottfried	Read Replies (2) \| Respond to of 70976

D, re >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< I like the way you think. :) INTC is my largest holding. G.

To: Q. who wrote (33215)	11/17/1999 9:31:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

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. AMAT's NM's are approaching INTC's and we are only 1Q into the recovery. Additionally, AMAT's growth rate should be well above INTC's for the forseeable future. Both of these factors favor a higher premium, not a lower one. BK