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

To: Gottfried who wrote (19191)	5/7/1998 5:01:00 PM
From: jtechkid	Read Replies (2) \| Respond to of 70976

a great guide is to be in companies that estimates are rising and be out of stocks once their declining-since amat numbers have been getting cut the momentum is on the downside. a sure killer is when a firm lowers estimates but keeps the same ratings. my point is for example people loaded up on micron in 1995 at 80 because their eps were suppose to be 8.00-10.00 dollers for 1996 which would give it a low multiple . a lot of vale investors will only buy semi's when their trading less than 1.5 book and less than 1.5 trailing sales.