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

To: Math Junkie who wrote (19189)	5/7/1998 4:17:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

REGARDING PE , this is where investors always get killed because they look at trailing pe or because joe blow at xzq bank says its eps will be this next year. the key figure is has eps been coming down and whats the possibility of eps. i see amat doing 30-35 cents nect quarter then 7-12 cents then 18 cents for the fourth quarter. this number comes out to around 1.10 -looks like 30plus pe. the factor what is funny is amat is trading 3xsales but in past downturns its reached 1xsales but it won't happen this time because things are different-yea your right amat biggest growth market is getting destroyed and it will not bounce fast -- my point i love amat -but what is funny is everybody loves this or that stock but the minute it gets hit they are crying and whining about they got taken by management. their is a lot of risks out their -asai-fed raising interest rated-europe monetary policy -clinton-my point is i reaaly don't believe people understand semiconductor industry because if your smart or have common when your biggest customers are getting killed and its going to get worse before its gets better it will hit you hard. morgan just stated that he trying to find booking right now. he said japan will be the wild card -their book to bill will not break 1 at leat till the fourth quarter-close down more days than i ever remember. stock at 3x sales is not cheap if historical term if it matters-will the stock go down to 22-26 -who knows but i know the warnings are plentiful -most of the time investors never see it coming-. thats all my point,