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: Sarmad Y. Hermiz who wrote (65243)	8/6/2002 12:55:00 AM
From: Donald Wennerstrom	Respond to of 70976

One place to get information on PSR is at Quicken.com. Both quarterly and annual PSR numbers are available. The quarterly numbers are at: quicken.com Note also, on the same page, the comparison numbers(trailing 12 months) for AMAT at 4.62, Industry at 16.59, sector at 19.33, and S&P at 10.09. Both PE and PSR are at numbers significantly lower than the industry averages. Don

To: Sarmad Y. Hermiz who wrote (65243)	8/6/2002 1:57:08 AM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Sarmad, calculating PSR for the trough year '98/99 AMAT sales for '98 were $4B Shares out this year [2002] are 1.65B. Assume it was the same number in '98. Sales/share were $4B/1.65B sh = $ 2.4 / sh Lowest price was $5.8 in Sept '98 Best [lowest] PSR was $5.8/$2.4 = 2.4 Sep '98 -------------------------------------------- Now let's calculate PSR for the time after the '98/'99 trough when SEMI sales were about the same as now and rising. That would be Feb/March '99 and low price then was $13.7. Thus PSR was $13.7/$2.4 = 5.7 --------------------------------------------- Conclusion: PSR was 5.7 in the same point of the cycle around Feb/March '99. [Using SEMI sales to find the same point in the cycle assumes Applied's portion of SEMI sales is the same now as in '98/'99. Since Applied has gained market share it's probably greater now] reference home.attbi.com PS: no speculation about the future here - just existing facts everyone can check. Gottfried - please check my math