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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

3:59 PM EST

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To: Proud_Infidel who wrote (36280)	8/5/2000 11:47:04 PM
From: Cary Salsberg	Read Replies (1) of 70976

Brian, Do a sanity check! $61B? 33% is $20B, 40% is $24B, 50% is $30B. AMAT is projecting $15-20B. These people don't buy and sell software or cola water and they limited capacity during the downturn. Remember, no lithography tools, no production line. This will dampen the fall off after the peak. Profit margins diminish from peak values as capacity reaches its maximum. I still like $4.50 in '02 with revenues in the $15-20B range.

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