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Technology Stocks : Semi Equipment Analysis

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Nov 28 4:00 PM EST

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To: Proud_Infidel who wrote (10701)	7/24/2003 10:14:50 AM
From: Ian@SI	Read Replies (1) of 95490

AMAT has aspirations of being a $20B Annual revenue company. In that context, or even in a $10B context, a single $100M order isn't a significant part of that revenue target. All it indicates is one company or JV has decided to go ahead with one fab. Now if AMAT gets 5 or 6 of those orders in a Q, we're starting to talk about real money <G>. Ian

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