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

To: Tito L. Nisperos Jr. who wrote (27777)	1/18/1999 2:38:00 PM
From: Jeffrey D	Respond to of 70976

More on AMAT valuations. This from StockSelector.com. Personally, I kind of like the Industry valuation model. Jeff << APPLIED MATERIALS INC Current Price: $56.19 Our Valuations * Valuation Current Price Difference StockSelector Value $33.59 (40.2%) PEG Value $36.24 (35.5%) Present Value $26.66 (52.6%) Industry Value $135.23 140.7% Price Ratios Value PE Ratio 92.1 Next Year's PE 34.7 PEG Ratio 4.12 YPEG Ratio 3.99 Price-to-Cash Flow 33.65 Price-to-Sales Price-to-Book Value 6.33 * The numbers calculated by each of the valuations above are not meant to be a predictor of future price, they are merely an alternative way of valuing a stock and should be used in the same manner as the PE Ratio, PEG Ratio, and other Price Ratios. >>

To: Tito L. Nisperos Jr. who wrote (27777)	1/18/1999 3:12:00 PM
From: Lester e.	Read Replies (1) \| Respond to of 70976

Tito, As you know, I have been holding this stock for many years, I've enjoyed many stock splits and I now hold a large number of shares with a very low basis, I think I have learned something about the patterns up and down that this compaany makes. IMHO I believe that this stock will again reach 100 during 1999. At that time, according to past patterns, I expect the stock to split. I will then depart from my long term policy of never selling and sell one half of my stock. I will still hold plenty. According to past patterns, I expect the stock to fall dramatically after the split and drop back to the 30's or even 20's. I will then use my accumulated cash to buy the stock back. I will hold one half of the stock in case I am wrong. I love the future of this company. Just my opinion. Lester e.