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

To: orkrious who wrote (4655)	8/6/2002 10:11:11 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 95530

Jay, I am curious at what price you would buy in on a stock like AMAT. Are you waiting for an historical trough valuation of about 1X sales? If you are, you will not get it until it falls to about $3.00, its net cash value. And since it is not burning through cash, but instead is generating it even during these tough times, why do you expect to be rewarded with this generous price? Also keep in mind it Backlog is about 3X its trough low in '98. I would appreciate an answer without any rhetoric like "Bubble" etc. Just the facts please.