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

To: Gottfried who wrote (40667)	12/10/2000 3:01:01 PM
From: semi2000	Read Replies (1) \| Respond to of 70976

Gottfried, Thanks for the link. The reason I am interested in p/cash flow is presently many SEM companines are showing lower p/cf ratio than p/e. Thus I guess it will indicate certain amount of upcoming investments from SEM making pe lower than p/cf. For example 300mm, Cu development programs. However, INTC will have its own expansion plan which will be out of sync with SEM's investments. For companies like NVLS, AMAT, KLAC which have already spent lots of money on 300mm and Cu project may actually show improving cash flow if demand does not fall off the cliff. I don't know what I am looking for in chart but if it's there I would like to make sense out of it :-) Thanks