Formerly About Applied Materials Message Board

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

AMAT 284.95

+6.0%

1:58 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (35148)	5/10/2000 10:43:00 PM
From: Kirk ©	Read Replies (1) of 70976

AMAT made 21 cents (one the dollar) in PURE PROFIT. Apply that to a $20B company and give it a multiple of 25.... and we get a double in price from $77. So, how long do you think it will take to ramp to $20B? $8B to $12B in a few months... Perhaps they can do it in 18 months to 2 years? I'd take a double in 2 years. especially when I really expect the rest of the market to do 8 to 10% overall... Logical or am I a nut case? I also expect margins to improve.... maybe walnuts? 8)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next