Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: Zeev Hed who wrote (50769)	8/18/2001 10:34:05 AM
From: Proud_Infidel	Read Replies (1) of 70976

For instance, right now my model for the top on AMAT on the next upcycle is only $75, well below the $115 high of last year. What exactly are you basing this upon, since no capex numbers can be known at this point for '03 and beyond? Any cycle that starts in '02 will be looking at '03 and '04, so there must at the very least be some idea of semiconductor sales 2 to 3 years out to arrive at equipment sales. I have a hard time quantifying such things at this point; perhaps you could enlighten me. Regards, Brian

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