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

To: Gottfried who wrote (52389)6/12/2011 10:50:45 AM
From: Kirk ©1 Recommendation  Read Replies (1) | Respond to of 95639
 
I like that chart. I recently bought some more AMAT figuring I can hold forever and get a better return than on USTs or savings accounts.

Too bad BigCharts doesn't carry data back further than 2002 for AMAT so we can see EPS vs price vs bookings... I think it used to so not sure what happened.





Trailing P/E (ttm, intraday): 10.58
Forward P/E (fye Oct 31, 2012)1: 8.99
PEG Ratio (5 yr expected): 0.90

Market Cap (intraday): $16.58B
Total Cash (mrq): $3.31B
Total Cash Per Share (mrq): $2.51
Total Debt (mrq): $205.00M

Lets see how this looks. The market seems to be predicting a peak earnings cycle passed.



To: Gottfried who wrote (52389)6/13/2011 2:08:21 AM
From: Jacob Snyder2 Recommendations  Read Replies (1) | Respond to of 95639
 
<AMAT is valued less and less...>

AMAT stock today is about at the 1997 peak stock price. SEMI bookings are also about at the 1997 peak for bookings. So that ratio hasn't changed.

The ratio that has gotten worse, is semi capex as a fraction of semi revenues.

If you took all the labels off the chart of bookings since 1995 (eliminate the context), it would fit the description of a highly cyclical non-growth industry.


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