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

To: Ian@SI who wrote (20858)	6/26/1998 1:18:00 PM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 70976

I thought this part of the article was most interesting. (not that the market cares about this at all today anyway.) The introduction of 300mm wafers, which until last year was expected in 1999 or 2000, now looks likely to be delayed until around 2002. Yesterday you posted (to Jacob, I believe) that use of the PSR tends to be backward looking, while stock prices themselves attempt to reflect future prospects. I'm curious as to what method you feel is more appropriate than, for instance, use of PSRs. One side note is that if revenues aren't growing (are staying essentially flat), then I'm not sure how backward looking use of PSRs is in that case. (just a fwiw thought). I am interested in what methods you feel are better.