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

To: Math Junkie who wrote (40008)	11/26/2000 9:24:09 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Richard, >Flat bookings, if continued, would mean that the only potential sources of earnings growth would be price increases and reductions in cost< E growth could come from higher shipments. I don't know if that is feasible for Applied, but the backlog is there. Higher shipments with flat bookings would lower btb and the $treet would probably focus on that, rather than the higher E caused by higher shipments. So, we can't win. :( Gottfried

To: Math Junkie who wrote (40008)	11/26/2000 10:35:36 PM
From: Demosthenes	Read Replies (1) \| Respond to of 70976

<<What PEG would Wall Street consider to be justified under those circumstances? I sure don't know, and I don't think anyone else knows either.>> Assuming someone knew the answer, what difference would it make to the prices at which these companies trade or the general perception of these companies? I bot heavily in the fall of 98 and the prices declined from there before heading up. There was lots of uncertainty then as there is now. When that goes away, so do the returns of the stock market. The more uncertainty the better for buyers, and if long, the less opportunity in selling. The thing with market corrections and negative sentiment is that uncertainty is over-emphasized, while uncertainty in rising market is discounted. D