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

To: Big Bucks who wrote (25153)	10/9/1998 11:24:00 PM
From: David Rosenthal	Read Replies (2) \| Respond to of 70976

BB, That chart is showing the current PE based on next years earnings estimate (looks like AMAT is way overpriced if the estimate is correct). Don W. posts a lot on the FSII thread if you want to ask him specific questions. He has been doing some great tracking of the semi-equip stock universe there. Dave

To: Big Bucks who wrote (25153)	10/9/1998 11:55:00 PM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Big Bucks,I'm still confused, where/how do they get a forward PE of 36?? Suppose the PE is only 20, then 20 x 0.66= $13.20 or 25 x 0.66 = $16.50, or 30 x 0.66 = $19.80. Someone help me understand this, I know that I'm tired but I don't get it, what am I missing here?? Not that I'd mind those low prices as I would get my average at around $17. 8^) If I recall the highest PE that I saw on AMAT presplit was 50. Even if we have a PE of 50 x 0.66 we get only $33. This is sure not a very good movement which we have been accustomed to with AMAT. Does this figure seem reasonable? Paul V.