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

To: Tony Viola who wrote (27947)	2/1/1999 2:41:00 PM
From: Taby	Read Replies (1) \| Respond to of 70976

When does AMAT report earnings? Please.

To: Tony Viola who wrote (27947)	2/4/1999 9:39:00 PM
From: EACarl	Read Replies (1) \| Respond to of 70976

RE "A related company, TER, is IMO the best "back end" company (they make semiconductor test equipment primarily), TER is a good company, and may be "perceived" to be the best simply because it is the biggest. TER , however, is FAR ahead (price performance wise) of the other companies in its sub-sector ("back-end"). Do some comparisons with other companies in that sub-sector (i.e. price to previous cycle price highs, price to previous cycle's earnings highs, price to sales etc. , and you will find that KLIC, and COHU, and perhaps even EGLS should be much better performers on a percentage basis from here to the next up-cycle peak. Each of those three also dominate a particular niche.