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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (4324)	7/26/2002 12:59:05 PM
From: Henry D	Respond to of 95385

ork, thanks for the response. 2.0 sounds fair. as for PE, would work better for a less cyclical growth stock, where you can extrapolate future earnings estimate better to get a PEG reading. with highly cyclical biz, you might get one up and on down cycle within a 5 year time frame. that would be hard to predict. even the analysts and CEOs have not been too accurate at predicting semi equip growth rate. as for PS 2.0 as AMAT historical, then we are still overvalued!!! i think Yahoo Finance has AMAT PS at 5 or so. Henry