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

To: Donald Wennerstrom who wrote (15238)5/18/2004 7:40:25 PM
From: michael97123  Read Replies (1) | Respond to of 95730
 
"The spread of "next year" estimated performance is very wide - which leads to a lot of volatility."

Based on earnings spreads among all these gurus, and subsequent PE ratios, what would you say downside risk is vs upside potential for amat? In other words if the bears are right how low can she go, and if bulls are right how high can she fly. My guess is that there is far less downside in these numbers than upside. Mike



To: Donald Wennerstrom who wrote (15238)5/18/2004 7:50:35 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 95730
 
What is most baffling to me is that other stocks in the sector are up AH, and yet AMAT is down with this report.


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