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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: davesd who wrote (11010)11/13/1997 11:20:00 PM
From: akidron  Respond to of 70976
 
actually i got it wrong.. consensus is 1.36 so if earning were to increase to 1.50 next year and 1.65 year after... I don't think anything higher than intc's historic 14/16 multiple would be justified (I know that's not what is goes for now but I'm talking about when it was valued as a true cyclical) so 21 to 27 is what we'd be looking at.



To: davesd who wrote (11010)11/13/1997 11:34:00 PM
From: Big Bucks  Read Replies (1) | Respond to of 70976
 
Dave,

Lets see, with a PE of 15

x $1.60 = $24
x $1.70 = $25.50
x $2.00 = $30.00

with a PE of 20

x $1.60 = $32.00
x $1.70 = $34.00
x $2.00 = $40.00

with a PE of 25

x $1.60 = $40.00
X $1.70 = $42.50
x $2.00 = $50.00

Let the thread members pick their poison.

BB


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