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

To: Proud_Infidel who wrote (28254)2/16/1999 5:52:00 PM
From: Howard Bennett  Read Replies (4) | Respond to of 70976
 
>The flaw with this line of reasoning is that we have no idea what >AMAT's eps will be in '00, only most likely it will be well above >current consensus views.

Oh I get it. Money Magazine is wrong and you with your crystal ball can say unequivocably without fear of contradiction that AMAT's EPS growth with be greater than 30% in the year 2000. You are good.

Was Money Magazine wrong in calling AMAT a buy a year ago? According to your logic they were wrong.



To: Proud_Infidel who wrote (28254)2/16/1999 6:36:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 70976
 
>>The flaw with this line of reasoning is that we have no idea what AMAT's eps will be in '00, only most likely it will be well above current consensus views. <<

the flaw with this kind of argument is that you have no clue whether amat's eps will be above or below estimates, nor the probabilities to assign to either outcome...

touche ;-)


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