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

To: Teri Skogerboe who wrote (23185)8/21/1998 11:29:00 AM
From: zsteve  Read Replies (1) | Respond to of 70976
 
Teri,

thanks for the #s. also i usually don't take analysts' #s serously, but if we give a five-times Adams' 99' #, we get 0.65. give a PE 40, we get amat price @26. seems amat has more south side to go.

well, looks I covered NVLS, RMBS, EMC too early. still have some amat short left(waiting for Addi to give me a target price).

have a nice day



To: Teri Skogerboe who wrote (23185)8/21/1998 11:39:00 AM
From: Ramsey Su  Read Replies (1) | Respond to of 70976
 
Teri and all,

if you want to read words of wisdom, go the September issue of Money Magazine, page 32, insert regarding HWP.

Ramsey


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