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

To: Proud_Infidel who wrote (53382)9/28/2001 1:29:07 PM
From: michael97123  Read Replies (2) | Respond to of 70976
 
brian,
Strong close would be nice for the markets and amat. Maybe the Piper buy will get us some points if markets close strong? mike



To: Proud_Infidel who wrote (53382)9/28/2001 2:09:51 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
BRKS halted. Lowers guidance.[EOM]



To: Proud_Infidel who wrote (53382)9/28/2001 2:36:30 PM
From: Sam Citron  Read Replies (2) | Respond to of 70976
 
I thought it was interesting that Piper rates AMAT a buy and KLAC a "neutral" based on comps with 1998 trough valuations so I took a look.

wsrn.com
wsrn.com

I look at Price/Book and Price/Sales at 1998 versus today and I see what he means.

Any reason to think these comps are less than meaningful?


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