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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (8566)9/14/2000 11:40:22 AM
From: Zeev Hed  Read Replies (1) | Respond to of 10921
 
Brian, I think we disagree on the metrics. The market will discount a future down turn and consider 4.5 times sales a very rich valuation. Even if you assume that next year AMAT will have a top line around $15 B (a generous assumption, IMHO), a cap of $85 Billions (at around the recent price peak, which I think we can get close to) is very high, even by your standards.

Zeev


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