Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: J Bertrand who wrote (1904)	2/19/1999 8:04:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 3813

Where are you getting your P/E info? Baseline shows the following P/Es based on prices at the end of last week, which were about the same as today's: AMAT 58.2 KLAC 72.5 KLIC - LRCX - NVLS 46 It's tough to make sense out of P/Es when half the companies don't have earnings. On the other hand, if you look at PSR and P/B, KLIC and LRCX look like better bargains: PSR P/B AMAT 6.11 7.9 KLAC 5.68 4.1 KLIC 2.03 2.5 LRCX 1.79 2.8 NVLS 4.58 6.7