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

To: Jacob Snyder who wrote (24410)	9/18/1998 4:17:00 PM
From: Rock	Respond to of 70976

: 3) the <sales> are harder to do creative accounting with. A lot of : companies are having to restate earnings, but I haven't heard : anyone restating sales. Jacob, you are clearly NOT a shareholder of Informix!!! <vbg> That said, yes, P/S is usually far superior to P/B or P/E as an indicator of a company's potential. HB

To: Jacob Snyder who wrote (24410)	9/18/1998 6:32:00 PM
From: Robert O	Respond to of 70976

Want to see book value in a tech stock that has very little to do with a good "valuation"? Check out Komag (KMAG)...once master of their domain now in financial dire straits. Book's at 6.87 a share and price is $2.75. Cash appears to be $2.80 a share. Time to back up truck? Not so fast there Johnny 6-pack. There's this little issue of mrkt cap currently at $147 mil. and outstanding bank borrowings at $260 mil. Company's looking to issue more shares to keep it alive but shareholders are going to get the very short end of that scenario as reflected in current price. Even with all that said, and even after making nice cake short from 5.75 to 3.25, if ya think it's going to stay afloat may be worth a look if price continues to behave like refills at Ponderosa: bottomless. RO P.s. If you like FAT revenues vis-a-vis price I just have to mention APAC. Last qtr. was a bad qtr. and they still had revenues of $107 mil. Annualized at this rate (conservative here!) gets $428 mil. The mrkt. cap is only $270 mil. WOW revenue is almost double mrkt cap. Disclaimer: I'm just responding to general ideas with specific stock examples... not necessarily <g> trying to tout stocks on AMAT's turf.