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

To: Scott Maxwell who wrote (4033)	12/20/1997 4:36:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

Scott, My main point of contention is that AMAT rarely gets the valuation it deserves IMO. Their 5 year growth rate is pegged at about 25% while KO's is about 11% if they are lucky. What is the PSR on KO or G or MSFT? AMAT dominates its market similar to any of the preceding firms but is not priced as such. Some #'s: KO PSR=8.7 TTM P/E=40 Price/Book=22.06 G PSR=5.59 TTM P/E=52 Price/Book=11 MSFT PSR=14.82 TTM P/E=52 Price/Book=15+ Am I the only one whose eyes are popping out?? These are the companies who are leading this Bull market. JMO, but #'s like these scare the sh** out of me. KIM that w/o companies like AMAT there is no INTC, or CSCO or MSFT or AMZN or HWP...... Just venting, Brian