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

To: Jacob Snyder who wrote (40447)9/27/2008 7:42:20 PM
From: Cary Salsberg  Respond to of 95761
 
RE: "Do these guesses sound reasonable to you?"

I don't see a 20 PE on cycle peak EPS without solar doing very well and getting credit for it in the market and, if that is the case, the PE will be higher than 20.

So model a 15 PE if solar is still a future prospect and a 30 PE if it is a success business wise and market wise. If solar is a failure, just forget about AMAT.


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