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

To: akidron who wrote (24397)	9/18/1998 5:21:00 AM
From: Duker	Respond to of 70976

Akidron, Never said you were a "back up the trucker." We have had this conversation before about AMATs cheap-ness at higher prices. For me, it is getting cheap enough for me to buy...not as cheap as LRCX...but... I also do not put much credence in the 48 P/E valuation comment. We both know that trying to guesstimate earnings is difficult and slippery at best, but it is even a more dangerous process at peaks and troughs...where the visibility is 0. Always good to hear you optimism. --Duker