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

To: michael97123 who wrote (5953)10/9/2002 9:02:52 AM
From: Return to Sender  Read Replies (1) | Respond to of 95530
 
The questions you posed are good ones. How about this time you lead the discussion by answering your own questions? Then we will add our own opinions after you discuss some of the factors that you believe should be considered when considering buying a stock now while looking out to 2004. Don't be afraid to use links and quote sources of information when dicussiing stocks in mostly unrelated industries like C and AMAT.

Thanks, RtS



To: michael97123 who wrote (5953)10/9/2002 9:13:40 AM
From: Alastair McIntosh  Respond to of 95530
 
Hi michael97123. I posted yesterday my estimate of AMAT's earnings for 2003 and 2004. Based on a P/E of 20 the shares would be valued at $11 in 2004.

Message 18087372

I think that we will revert to more reasonable earnings multiples in the coming years as a result of declining long term growth rates in the industry.

What the actual share price will be, I don't know. I'm not really an analyst although I sometimes play one on S.I.

Al


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