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To: Sonki who wrote (24939)12/17/1999 2:31:00 AM
From: Mephisto  Respond to of 64865
 
Well, AMAT has a price to earnings of 54. Last quarter it beat earnings by thirteen cents. Everyone seemed to ignore it.

First Call Consensus for next year is:

This Quarter
(Jan 00)
0.77
This Year
(Oct 00)
3.25
Next Year
4.17

I don't believe the stock is over priced. It has had a terrific run, but other semis have had great runs. Also, I believe AMAT's earnings will be revised upwards as we go along.

Cheers,

Mephisto



To: Sonki who wrote (24939)12/17/1999 7:21:00 AM
From: Brian Malloy  Read Replies (1) | Respond to of 64865
 
Okay,

You will be in charge of making sure the techs and inets stay positive today. I will not be available to monitor the market.

:-)



To: Sonki who wrote (24939)12/18/1999 2:40:00 PM
From: Mephisto  Read Replies (1) | Respond to of 64865
 
Do you think Intel is up because MSFT got Windows 2000 to the printers?

Mephisto