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

To: Stefan who wrote (30051)	5/10/1999 8:18:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

S, Re:Since all of you like to play the history in AMAT stock movement then why don't you plot a chart of AMATs price to sales and then even you will agree that AMAT historically is severely overpriced. Using your absolutism logic, perhaps historically AMAT was severly underpriced. What you are esentially saying is that you know the proper value of AMAT, and the world does not. The Yahoo message boards are calling.....

To: Stefan who wrote (30051)	5/13/1999 7:50:00 AM
From: klaus pluszynski	Read Replies (3) \| Respond to of 70976

Stefan, you probably won't like this, but Semi-Eq. stocks still look cheap compared to other tech stocks. Avg. Price Avg. Price to Book to Sales Computer (IBM,DELL,HWP,SUNW,CPQ) 15,84 3,42 DataStorageDev (EMC,SEG,NTAP,QNTM,STK) 10,36 6,64 NetworkDev (CSCO, ASND, COMS, NN, FORE) 9,26 8,70 Semi(INTC,TXN,STM,MU,LLTC) 6,53 7,90 Semi-Eq (AMAT,KLAC,TER,NVLS,LRCX) 4,21 4,22 (Five largest stocks for each segment by market cap. Data from Yahoo as of today) Bottom line: There's room to the upside for the semi eq. stocks from a valuation point of view. Semi order numbers and anecdotal evidence (Samsung, STM, TSMC) indicate strong business ahead. Interest rates may spoil the party sooner or later, but that's a risk not specific to AMAT or the semi eq's.