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To: Jacob Snyder who wrote (2223)10/1/2002 10:04:17 PM
From: Sarmad Y. Hermiz  Respond to of 13403
 
Jacob, re "12/((1.46B sales X 4)/1.70B shares) = 3.50"

$3.50/sh would be a price/sales of 1.0. A Price/sales of 2 would be $7/sh.



To: Jacob Snyder who wrote (2223)10/3/2002 9:47:44 PM
From: advocatedevil  Respond to of 13403
 
OT - Can't blame ya for takin' the hit on the AMAT long play. Similar to you, I last added to my AMAT long position in June and have considered dumpin' it countless times. I won't argue the possibility of single digits for this puppy, but as of now, I'm goin' to hold the long position and trade around it to try and soften the blow. Good luck.

AdvocateDevil


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