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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Ken Brown who wrote (7695)	9/6/1998 1:20:00 AM
From: Raven	Respond to of 42834

The statement was made by Hickey who writes the High Tech Strategist. The article also includes Fleckenstein's opinions ( Hedge Fund and noted short seller)

To: Ken Brown who wrote (7695)	9/6/1998 1:29:00 AM
From: Raven	Read Replies (1) \| Respond to of 42834

Correction: Fleckenstein made the statement. The full sentences were: Hickey: Applied Materials defying gravity while companies like Lam Research sell below book and cash value............... Fleckenstein: Trading at about eight times annualized sales.

To: Ken Brown who wrote (7695)	9/6/1998 4:13:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 42834

ken, i think you see amat's revenues decline significantly from last q's levels.

To: Ken Brown who wrote (7695)	9/7/1998 12:39:00 AM
From: Les H	Respond to of 42834

From Yahoo Finance, ratios for AMAT: Book Value (mrq) $8.73 Earnings (ttm) $1.61 Sales (ttm) $12.53 Cash (mrq) $3.33 Valuation Ratios Price/Book (mrq) 2.72 Price/Earnings (ttm) 14.78 Price/Sales (ttm) 1.90