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.

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

To: Ian@SI who wrote (30321)	5/18/1999 7:28:00 PM
From: Zeev Hed	Respond to of 70976

Ian, they do not beat up on DELL because it grows at only 41%, they beat up on them because the growth rate is slowing and the PE is still 55. AMAT is going to have the next quarter at a rate of $2/share as you stated so eloquently, and is thus at 31 or PE and in the near future could grow faster than 41%. I think it is unfair to DELL as well, since despite the "declining" growth rate, DELL does not have any declining quarters in the last three years, something we cannot say about AMAT and the semi equip in general. Still we love them and are "addicted" to them (G). Zeev