Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: robert b furman who wrote (4694)	12/30/2002 10:54:25 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Good Morning Bob, Can someone please explain why S&P deems it correct to assign 5 Stars to CSCO and 1 Star to AMAT? Both have similar valuations and both are bottoming out. If fact, true barriers to entry are much higher for AMAT. I really do not care what any brokerage house or company(S&P) thinks; I merely want to know if I am missing something here. Brian

To: robert b furman who wrote (4694)	12/30/2002 2:40:48 PM
From: Berk	Respond to of 25522

OT Great book to read about the technology boom of the mid '90's is Michael Lewis' The New New Thing. Much of the story and more is probably familiar to Cary, Kirk and Gottfried since they live there but might be interesting to them nonetheless. Jim Clark (Silicon Graphics, Netscape, etc) is at the center but it captures the whole mindscape of the Valley pretty well. I worked for Amdahl, a Sunnyvalle company, in the midwest at the time and thought I knew what was going on. Guess again. Btw Lewis is an excellent writer with a good sense of humor (also wrote Liars Poker).