Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Tech Buyer who wrote (4787)	5/23/1997 12:05:00 AM
From: Kumar Nathan	of 70976

Hi TechBuyer: I used this data on some of my presentations. The interesting thing that we need to observe is the following. In terms of Worldwide Semiconductor Sales Intel grew by $5.4 Billion from 1995 to 1996 ( 1995 Sales $13.06B; 1996 Sales $18.4B; Delta $5.4B) Where as People in the lower end of the list like SGS Thomson total sales for 1996 is $4.1B; Therefore Intel is growing every year equivalent to SGS Thompson. Intel will be spending $3B in capital equipment alone equivalent entire revenue of Siemens semiconductor division. This is a phenomenal growth for Intel. This is what I call " I will eat you for lunch" Still the stock is trading with a PE of 12- 14. Regards Kumar

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