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

To: Teri Skogerboe who wrote (4079)	12/22/1997 11:33:00 AM
From: Investor2	Read Replies (3) \| Respond to of 10921

Thanks for the news. One quote I found interesting is: "South Korean companies are estimated to have accounted for 40 percent of global DRAM-related capital spending in 1996, according to a Goldman Sachs report." Does anyone know what percent of total semi-equip spending is related to DRAM production? Thanks, I2

To: Teri Skogerboe who wrote (4079)	12/22/1997 1:54:00 PM
From: Paul V.	Respond to of 10921

Teri, on the AMAT site Dave was wondering what AMAT will be worth at $1.40. Following is the the question and my response. IMO, I, nor anyone else really has any idea what AMAT will be worth later in 1998. If we buy right then we have no worry. The market climb a mountain of doubt. >Dave, >>What is it worth if they earn $1.40 per share??<< It all depends on what value that Wall Street places on AMAT. Remember, that when EPS was at its lows it price was at its highs this past upcycle when it reached $108 presplit. At a 30PE you have $42, at 40PE you have $56 and at AMAT'S high pe of 49.5 you have $69.30. I just saw on CNBC, 1:15 EST, an interview with Edward Yardeni, a guru, who CNBC saw has been right on the button, quote, "1998 will be a bull market but 1999 will be a bear market." If Yardeni is right what value will AMAT have by July and August. This morning, Dorsey Wright indicated that semiconductors were oversold and a good buy. Only time will tell. We could have a banner year! Regards, Paul V.<