SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (55129)11/6/2001 5:08:23 PM
From: Alastair McIntosh  Read Replies (1) | Respond to of 70976
 
Jacob, I read the post you referenced. If this indicator is correct we should fall back to about $12/share.

6. P/S ratio is at the lower end of the historical range. For AMAT, fair value (where the stock stays most of the time) is in a P/S ratio of 2-3.5 (this corresponds to a stock price of 26-45). Notice that the lower end of that range corresponds nicely with the 12/97 and 1/98 lows, which we almost reached again recently

We seem to be approaching a P/S ratio of about 7 based on this quarters annualized revenue run rate.

In any case its hard to make a bullish case at AMAT's current price with next years P/E about 100 and a long term growth rate of 25 to 30 percent.

Al



To: Jacob Snyder who wrote (55129)11/7/2001 8:34:07 PM
From: Wildstar  Respond to of 70976
 
I remember that post. It was the one that caused me to peoplemark your profile. And you've been on my peoplemarks ever since.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News