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

To: Teri Skogerboe who wrote (20759)	6/24/1998 8:05:00 PM
From: Math Junkie	Read Replies (2) \| Respond to of 70976

I'm sure your husband must have been quite intelligent to have married a smart lady like you. My own theory is that our expectations for the valuations at the bottom need to be adjusted by the overall market valuation. With the S&P trading at all time high p/e, I don't know whether it is realistic to expect AMAT to get down to the PSRs of past bottoms. I've been trying to figure out where to find records of S&P earnings or p/e during prior downturns, so I could calculate an appropriate fudge factor. So far no luck; will probably try the library next.