SI
SI
discoversearch

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


To: Chaussee who wrote (17725)3/15/1998 11:54:00 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Chaussee, I'll add your estimate soon. Thank you! You said
>>Still wincing from catching the falling knife in
November 1997, should have listened to BB!
<<

It would be very useful to state our exit strategy here
for discussion. We need to draw a distinction between long term
investors and in-and-out traders there. I know, some of us are
both. The most obvious indicator for me is P/E. It gave a clear
warning sign (which I didn't heed) last summer, when trailing P/E
exceeded 50. For a chart of P/E please see...

geocities.com

and for PSR...

geocities.com

GM



To: Chaussee who wrote (17725)3/17/1998 11:21:00 PM
From: Gottfried  Respond to of 70976
 
Chaussee, we now have 26 samples for our AMAT estimates.

LO98 HI98 YE98 YE99
ave 27.0 53.3 48.0 77.0
std 2.7 7.5 7.6 13.5
min 20.0 38.0 34.0 50.0
max 31.0 70.0 62.0 100.0

Bar charts are at geocities.com You are identified as ch