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


To: orkrious who wrote (4675)8/6/2002 11:04:35 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 95526
 
we aren't even back to the valuation levels at which greenie talked about irrational exuberance.

What the he** are you talking about????

Message 17777372



To: orkrious who wrote (4675)8/6/2002 11:12:55 AM
From: Kirk ©  Read Replies (1) | Respond to of 95526
 
I'd look at the cash flow of AMAT when doing valuation.
quicken.com

IF an appartment building is generating 15x more cash after 10 years, is it worth 15x more? Especially when the gains are taxed at 18% now?

Kirk