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

To: Pink Minion who wrote (46078)	5/2/2001 1:12:17 AM
From: Gottfried	Respond to of 70976

ex-Dilbert and all, Samsung - Applied's 2nd largest customer - to resume equipment orders after a 4 month hiatus, according to this sound byte biz.yahoo.com The printed header there is in error. The sound byte is about the WF Van Kasper upgrade announced earlier today, NOT Lehman. Gottfried

To: Pink Minion who wrote (46078)	5/2/2001 10:13:40 AM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

P/E's often go sky high near a bottom as prices start to reflect the other side of the valley while earnings are still falling. The P/E of the NASDAQ_100 components continues to get worse. I've written a program that calculates the market cap of all the components and the total earnings and then I sum each and determine the overall P/E. I also do this for the top 40 and record them. Remember this is NOT the P/E of the NASDAQ100 (QQQ) as that has smaller percentages in profitable companies like MSFT, Intel, Cisco, etc. and larger weights in others that are not as profitable... Since that formula is proprietary, I don't calculate it... Full Table here: suite101.com Results for today: All 100 P/E = 366 Top 40 P/E = 46.3 On bookings, I've heard tales of SOME companies with business units that had NEGATIVE bookings... Customers wanted to RETURN more than they BOOKED in March! This might be what led JJ to upgrade saying "Things can't get much worse". My guess is Cisco TRIED to return all that inventory they eventually had to write off.... Kirk out