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


To: Cary Salsberg who wrote (54110)10/13/2001 3:09:40 PM
From: Will Lyons  Read Replies (1) | Respond to of 70976
 
Cary re ASYS vs AMAT
ASYS doing well based on products for the future, cash position, and earnings growth possibilities. Starting from a much lower p/e than AMAT it should benefit not only from earnings growth but also from upward adjustment of the p/e. It should triple before AMAT

Some other micros in the same boat [quarttz?]----
TRKN TGAL CVV DYSL

It is a lot easier to double nothing!!!

WL