Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Cary Salsberg who wrote (7904)	12/29/2002 10:19:34 PM
From: Lizzie Tudor	Read Replies (1) of 95530

I think $1.20 is too low because I believe AMAT will exceed 2000 revenues. Are revenues your only reason for expecting higher than $1.20? What about cost cutting and operational efficiencies. These are no substitute for increasing revenues, I know but this time around cost containment as revenues are peaking will be much easier. AMAT is outsourcing a lot of IT to india, for example. Thats 1/5 the cost of the prior approach. (for a number of reasons I'm not sure this is a great idea fwiw) Lizzie

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