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

To: gambler2 who wrote (12984)	12/11/1997 5:26:00 PM
From: Chris Anderson	Read Replies (1) \| Respond to of 70976

G2: I'm with ya, with semi-caps, the issue seems to be not whether they'll make money, but when they'll make it. Push-outs and all that stuff. I don't think they face commodity issues like the DD's. The capability to make better chips should be a competitive advantage for semis for a long time, fueling demand for the equipment to make them! Chris

To: gambler2 who wrote (12984)	12/11/1997 5:30:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 70976

gambler2, Hard to agree Intel is overvalued at a 18-19 PE. John

To: gambler2 who wrote (12984)	12/11/1997 11:38:00 PM
From: Paul V.	Respond to of 70976

gambler 2, AMAT was at 21.8 (presplit) not 10.875. $10.857 represents the postsplit price. We must compare apples to apples and not apples to oranges. The $108 was presplit or $54 postsplit. Just thought I better clarify your statement. One of the local brokers bought amat at $50 thinking he was getting a presplit price. The problem was it was the postsplit price or $100 presplit. Talk about egg on one face how would he explain the fact that he did notice the split? :) Regards, Paul V>