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Novellus Systems, Inc. Message Board

  • amat_toast amat_toast Feb 28, 2003 12:27 PM Flag

    NVLS is more overvaluedthan AMAT?

    Not sure I agree. Both are drastically overvalued for sure.

    AMAT just wanred horribly, then missed the warning numbers. Then announced they would shut down for 2 weeks in current Q.

    PE = 90 in 2003, if you believe the earnings estimates.

    NVLS has a PE in 2003 of 65 or so, if you believe the numbers.

    Both are pigs.

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    • the estimate is laughable.

      you can always give lower estimate and later on beat them. the key is what is the number. take a look at NVLS: estimate is 7 cents! 7 cents a quarter and maybe 30 cents a year, you have a stock price @30? and target price 45? Is it insane?

      even NVLS came out with 14 cent a share, beating estimate by 100%, it still can't justify $30 price.

    • <<NVLS has a PE in 2003 of 65 or so, if you believe the numbers>>

      I don't beleieve them for a second - but of course that means nothing for many months. They can see 0.07 for the current quarter, and nothing after that. ANALysts are saying 0.46 for the year. SURE

      Watch NVLS close out the year near the break even mark - on proforma no less.

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