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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: RMP who wrote (2254)8/10/2002 2:49:10 PM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
Ron, Barron's highlights that their list assumes a 2 year time horizon. Compare that with Don's recent calculation where analysts' price targets predict a double for the group in 12 months. I have little faith in analysts' price targets. Don's post Message 17844722



To: RMP who wrote (2254)8/11/2002 10:29:39 AM
From: Bob Kim  Respond to of 25522
 
And Applied remains pricey: The stock trades for 20 times expected earnings for the October 2003 fiscal year and 75 times current-year estimates.

This assumes that current estimates are even close to being eventually right. AMAT traded at similar multiples in November 1998 when 99E was around $0.50-$0.55 and 00E around $1.50-$2.00. 99A ended up around $1.80 and 00A around $4.80.


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