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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Donald Wennerstrom who wrote (170)11/30/2000 7:06:43 PM
From: Gottfried  Read Replies (1) | Respond to of 95823
 
Donald, >if we use one rule of thumb that some people accept, which a stock price of close to a PE/G of 1 - then AMAT to be fairly priced would be around 90.

IF the stock were not in a cyclical industry. If I know the cycle [orders] top is near, I'm not paying full price for the stock.

Gottfried