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

To: Gottfried who wrote (58534)	1/8/2002 1:16:14 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried, I totally agree with you. Just check the AMAT prices against the rolling EPS and we see almost an inverse collation. From these comparisons the PE had to be large. Do you have the source of AMAT highest PE? IMO, this extended PE is what makes it so dificult to predict AMAT future prices even thought we keep track of the prices in relation to the Orders, Shipments, BTB. Do you have any tips how to project the PE which is totally influenced by the demand for the stock? Paul