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

To: Cary Salsberg who wrote (40401)	9/27/2008 1:39:44 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 95761

AMAT price at cycle peak in 2010: Pessimistic guesses: PE = 15, EPS = $1.00, = peak stock price $15 Optimistic guesses: PE = 20, EPS = $1.50, = peak stock price $30 I'm assuming, in either case, that the cycle peak doesn't happen in 2009, so a stock price of $13-18 for 2009 sounds possible to me. I'd perhaps extend the range a bit in both directions, as I think the market is going to be more volatile, going forward, than it has been since 2002. Do these guesses sound reasonable to you?