SI
SI
discoversearch

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: Gottfried who wrote (26393)11/17/1998 6:52:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
GM,

OTOH, FY00 begins in only 11 1/2 months. It's all in how you see it<GGG>

BTW, if you think it is overvalued now wait until next year at this time.

BK



To: Gottfried who wrote (26393)11/18/1998 7:27:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Re: <<But by simple valuation principles AMAT is overpriced.>>

The trouble is, simple valuation principles don't work on a growth industry as deeply cyclical as this one. A better way would be to average the peaks and valleys and draw a curve connecting those averaged points. Using this averaged earnings curve might allow one to calculate a rational p/e relative to the market.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News