Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: David Rosenthal who wrote (25155)	10/9/1998 11:45:00 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Dave, Try this out. stocksheet.com I'm projecting here so BEAR with me (That's a joke) AMAT breakeven target Q-Q is $600M x4 = $2.4B for fiscal '99 AMAT shares outstanding = 367.557M so $2.4B / 367.55M = $6.53 par value per share (on breakeven earnings) Total Asset value = 5,039,800,000 + $2,400,000,000 = $7,439,800,000 $7,439,800,000 / 367.55M = $20.24 (based on 600M per quarter) BB

To: David Rosenthal who wrote (25155)	10/11/1998 9:54:00 PM
From: blake_paterson	Respond to of 70976

<<...That chart is showing the current PE based on next years earnings estimate (looks like AMAT is way overpriced if the estimate is correct)....>> David Rosenthal: As you know the forward PE is only as good as the earnings projections. Did you see CYMI and KLAC (two of my fav's) on this chart? This chart has them DOUBLING their earnings from 98 to 99!!!! So is AMAT expensive, or are projected earnings overstated in these others? Food for thought... BP