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

To: Duker who wrote (33839)1/18/2000 9:32:00 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Duker,

FWIW, INTC is valued at approx 344 Billion as we speak. The revenue of the entire semiconductor sector should be in the 200 Million range this year.

I do not think INTC is excessively valued nor do I think AMAT is, even after the scary numbers you present:-)

BK



To: Duker who wrote (33839)1/18/2000 12:25:00 PM
From: Proud_Infidel  Respond to of 70976
 
Forgot to mention Merrill pushing the equipment stocks today....they like AMAT, KLAC, NVLS, ASMLF.

BK



To: Duker who wrote (33839)1/18/2000 12:27:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Yes, but Duker, what is it in dog years? <g>

BTW, for the record, I am completely out of the semiconductor equipment sector as of last week, and I already regret it. But I totaled up my portfolio, looked at the Nasdaq valuations, and decided I didn't want to give any of it back.

Still, I must must confess to being a secret admirer of Brian's "buy low, sell never" philosophy.


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