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

To: Paul V. who wrote (14822)	1/18/1998 8:57:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

PV, Re: >It is amazing looking at the big chart which you posted that AMAT prices do not necessarily follow EPS. Am I reading the carts correctly?< Yes you are reading them correctly, I suspect that future sales, market perception, and outstanding backlog all have a bearing on the stock price in addition to EPS. Don't forget our old friend the B-T-B numbers also having an influence on the mfg sector. EPS is a backward looking variable IMO and pertains to the past quarters performance. Current/future sales numbers are more forward looking concerning upcoming performance expectations for future quarters. It's not "What have you done for me, but, what are you going to do for me?" that counts to the market. Best, BB