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


To: Proud_Infidel who wrote (36613)8/10/2000 10:33:15 PM
From: Ian@SI  Respond to of 70976
 
Wouldn't one
expect a company such as this in an industry which is the cornerstone as life as we know it to garner a multiple at least similar to
KO?


Not before the industry displays the same cyclic action as the beverage industry.

I haven't done it, and perhaps I should, but I suspect that AMAT's 5 Yr rolling average for Profits may well be larger than KO's. And if a $ invested in AMAT is going to return more than a $ invested in KO, then the answer approaches YES!

Ian.



To: Proud_Infidel who wrote (36613)8/11/2000 12:53:30 AM
From: Donald B. Fuller  Read Replies (1) | Respond to of 70976
 
AMAT-~$69/sh

est 2000
$2.37/sh

est 2001
$3.43/sh

KREM-~$59/sh

est 2000
$0.85/sh

est 2001
$1.04/sh

Proving what I always knew - Donuts taste better than chips! I guess the donut cycle is far from over. Donut forward visibility must be very very good. But just wait 'til the pink sprinkle makers warn...