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

To: Proud_Infidel who wrote (26390)	11/17/1998 6:49:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Brian, re >if the analysts have AMAT's FY00 eps pegged in the $2+ range now(before the upping of estimates begin), can you really say AMAT is overvalued? I think not.< FY00 ends October 2000. That's almost two years from today. If you want AMAT valued for $2 E two years from now, you should be willing to forego price increases for at least a year. By then you price the stock for the year 2001.<G> We used to look a few months ahead - now it's 2 years. Brian, I'm not arguing with you or the market. But by simple valuation principles AMAT is overpriced. Still, as long as demand exists, it may go higher. Gottfried Got my Worden's TA software yesterday - a new toy.:)