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


To: J Bertrand who wrote (36276)8/4/2000 7:57:54 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Jeff, picking a nit: >The cycle has only been 1.5 years
at this point.
<

More like 22 months as can be seen here...
geocities.com

Gottfried



To: J Bertrand who wrote (36276)8/4/2000 8:17:42 PM
From: Cary Salsberg  Read Replies (3) | Respond to of 70976
 
RE: I say that AMAT will be at $115 by December...

AMAT has been there so it is certainly possible, again.
I believe that should be a sell point, because it discounts $5.75 EPS (x 20 PE).