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


To: Return to Sender who wrote (10963)8/13/2003 8:47:55 PM
From: Cary Salsberg  Respond to of 95735
 
RE: "Briefing.com conceded that AMAT's report wasn't necessarily bad, but at the same time, we maintained it wasn't strong enough to validate the premium multiple it carries."

What is necessary to "validate the premium multiple?"

1. Suppose there is a technology that is the engine which drives most of the "technology" industry; and

2. Suppose there is a company that has been the dominant provider of the "engine" technology; and

3. Suppose that the potential impact of the "engine" technology on society is far beyond anything that has ever been witnessed.

Too many supposes, I suppose!