SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: John E. Rylander who wrote (9445)10/24/1997 1:28:00 PM
From: LemurHouse  Read Replies (2) | Respond to of 70976
 
This sort of swing is always overdone. It was probably overdone to the upside earlier this year, and who knows how much farther its going to fall right now. We long investors should keep our heads and wait for some stability then get back in when its cheap. When I first bought AMAT about a year and a half ago, its trailing PE was 7. The frenzy is really going on now, so lets relax and exploit the overshoot when things finally settle down.

Cheers.



To: John E. Rylander who wrote (9445)10/24/1997 1:33:00 PM
From: jim shiau  Respond to of 70976
 
John E. Rylander,

>More directly, will (e.g.) Japanese SEMs be better off after the currency realignments than US companies, because their machines will cost a lot less?

Yes, but If Japanese SEMs want to stay ahead in the industry, they must buy the advance equips which coming from US.

Jim S.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News