Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Lone Star who wrote (60358)	2/12/2002 5:41:18 PM
From: advocatedevil	Respond to of 70976

AMAT trading up above $45 AH. It appears they like what they're hearing. AdvocateDevil

To: Lone Star who wrote (60358)	2/12/2002 5:55:10 PM
From: Sampat Saraf	Respond to of 70976

I don't think you can conclude that because 2001 Q1 revenues were significantly higher that 2001 Q4 and AMAT can have revenue growth of 10-15% every quarter ,sequentially, and still be off 25% on revenue for the YEAR as a whole.

To: Lone Star who wrote (60358)	2/12/2002 6:17:12 PM
From: Michael Young	Read Replies (1) \| Respond to of 70976

What P/S level does AMAT deserve at this point in the cycle? Considering it is a cyclical play, I'd guess three times sales would be a generous multiple. MIKE