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

To: Skeeter Bug who wrote (22556)	8/6/1998 6:02:00 AM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 70976

Skeets, Re: "seems the risk reward ratio is a bit skewed here..." Yes, that's the way I see it. I think part of this madness is a result of the fact that gulli-analysts and most "investors" will believe anything. The harder evidences that we have are: (1) Siemens is closing a brand new fab b/c they apparently believe they will lose less money doing that than by operating it. (2) The only significant insider transactions lately have been selling. At least one of the insiders cleaned out, sold all. Yet AMAT sits with a forward PE of ~ 60ish. Doesn't that make sense to you ? -g-