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

To: Ramsey Su who wrote (22583)8/6/1998 3:01:00 PM
From: Proud_Infidel  Read Replies (3) | Respond to of 70976
 
Ramsey,

Don't take it up with me, take it up with Lehman. They're the ones who came up with the estimate

Re:1993 - $.30
1994 - $.65
1995 - $1.28
1996 - $1.63

This is a 5+ fold increase in 3 years. Considering we are on the verge of the largest upgrade in semiconductor history, are my numbers really that out of line? A 9+ fold increase in 5 years.

BK



To: Ramsey Su who wrote (22583)8/6/1998 4:33:00 PM
From: Gottfried  Respond to of 70976
 
RS, two questions: do you think using the peak-to-trough earnings
ratio is a reasonable approach for estimating future stock price?

If the answer is YES, what do you think is a conservative ratio
assumption for the next half-cycle?

Gottfried


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