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: Paul V. who wrote (63902)5/17/2002 3:39:22 PM
From: willcousa  Read Replies (1) | Respond to of 70976
 
Looks like you could go to cash the first time a BTB drops and maximize your upside.



To: Paul V. who wrote (63902)5/17/2002 3:55:07 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Paul, I'm a visual person and find it much easier to look at the charts

suite101.com
suite101.com

The one thing you show and I didn't chart is billings vs price.

You asked >Will we top out during the Sept-Nov. this year?< My guess is we'll get a fake price top during this time, but not the cycle top.

Gottfried



To: Paul V. who wrote (63902)5/18/2002 3:54:54 PM
From: Jacob Snyder  Read Replies (2) | Respond to of 70976
 
Why aren't you using the real (split-adjusted) stock prices? That would be a better way to compare different peaks and troughs.

Another column, showing the P/S ratio, or the PE based on cycle-peak EPS, would show what investors were willing to pay for AMAT, at each cycle peak and trough. The absolute stock price doesn't mean much.


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