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

To: Gottfried who wrote (10697)	7/24/2003 12:03:53 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95487

Good points G. Also very humorous. That $100 million is not really a heck of a lot of money. So you were having fun trying to be bearish? I'm actually quite good at being bearish. I'm just having a hard time making money being bearish! <gg> Good luck to all my friends long or short! RtS

To: Gottfried who wrote (10697)	7/24/2003 1:58:05 AM
From: Donald Wennerstrom	Read Replies (3) \| Respond to of 95487

But then, we can always ask ourselves - AMAT was at a next years PE of 42 today - why not a next years PE of 51 like KLAC had today. Let's see - that should get us to 51/42 times AMAT's close of 19.30 today or about 23.43. If we don't like that, how about like an LRCX next year PE of 62? That would give us 62/42 times 19.30 or about 28.50. Hey, we have a lot of room to grow - after all, with a "huge" order of 100M+, there should be a lot of room to run.:) Don