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


To: John Stichnoth who wrote (29254)3/29/1999 4:26:00 PM
From: ILCUL8R  Read Replies (3) | Respond to of 70976
 
You give me too much credit to put me in the same sentence as Paul V. He is a whiz when it comes to AMAT.

About wireless, etc., chips, I don't know but it seems that they just might be able to get a volume production increase due to shrinks -- at least so far. Others more knowledgable can correct this.

Paul has followed AMAT for several years and has several ways to chart and compare stock action over time. Having said that, looking at chart similarities from one time to another may be instructive but not necessarily predictive in my estimation. Nothing is ever exactly the same now as it was in the past.

But, having said the past doesn't always predict the future I would like some comments about how past annual meetings have influence share prices. I find a P/E of 385 to 1 doesn't make me rest too easy lately.