Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: still learning who wrote (3678)	12/9/1997 1:27:00 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 10921

still learning, RE: "What are your thoughts on the current risks to AMAT?" The SE Asia and DRAM price situations have reduced the expected EPS for 98 and the multiple applied by the market. AMAT had a much better than expected 97 and a good growth rate is still projected for 98. The risks are that everyone is overestimating 98 business. If you are a long term investor, you might consider 1/2 applied at 33, 30, 27, while holding 1/2 for an average price level of 20 (25, 20, 15). I am holding my AMAT with an average cost of 16. I will consider buying more at <25 if this corresponds to SVGI and UTEK < 18, EGLS < 16, etc. Cary