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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: James Wamsley who wrote (23406)	4/24/2000 8:08:00 PM
From: Larry Grzemkowski	Read Replies (1) \| Respond to of 54805

Hi JW RE AMAT YPEG 0.36 I would really be interested in your data for that YPEG. YAHOO reports next years earnings of $2.95 and 5 year growth of 23.9% and with a price of 91.25, I get a YPEG of 1.29, which is not that bad. Please help me understand. Larry G

To: James Wamsley who wrote (23406)	4/24/2000 8:43:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

James, Although not a G&K company, my pick is based on the projected growth in semiconductor mfg. and AMAT's underevaluation (YPEG ratio of .36). With highly cyclical companies, the PEG and YPEG generally don't work very well. In fact, a low ratio usually might not be a good time to buy and a high ratio might be a great time to buy if you understand how the ratios work and the nature of cyclical industries. You might want to see if the Motley Fool gives a detailed explanation of the reasoning behind this in their area about "Valuing Stocks." --Mike Buckley

To: James Wamsley who wrote (23406)	5/17/2000 11:49:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

James: My best pick for next 12 months: AMAT Although not a G&K company, my pick is based on the projected growth in semiconductor mfg. and AMAT's underevaluation (YPEG ratio of .36). Thanx for taking the time to participate in the G&K Thread Portfolio Survey this past month. Can you take a few minutes to give the thread 3 or 4 paragraphs on AMAT? There has been little or no discussion on this Semiconductor Equipment Market Leader. Yet it has been riding high since early in '99. Teach us about this company, and why its prospects are so good for the next year or more. Is AMAT a King or a Gorilla, and why? Apollo