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

To: Skeeter Bug who wrote (27314)12/20/1998 8:53:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Skeeter, one difference between now and 1996 is that the PE of the overall market is higher, which in turn has been caused by slow economic growth, low inflation, and low interest rates. Do you think those factors are going to change for the worse any time soon?



To: Skeeter Bug who wrote (27314)12/20/1998 9:05:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Skeet,

Re:don't you find it ironic that amat's orders, even after this "great" btb, are 50% below feb 1996 levels and the stock is 125% higher?

No. 6 months ago, AMAT was about 60% off it's high. Since the market is a discounting mechanism, the recent rise we have witnessed from the lows implies a belief that there is a turnaround in the works. The last 2 BTB's seem to corroborate this fact.

BK


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