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Politics : Formerly About Applied Materials
AMAT 301.88-1.0%Jan 14 3:59 PM EST
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To: Cary Salsberg who wrote (51078)8/23/2001 2:00:46 PM
From: Katherine Derbyshire  Read Replies (1) of 70976
 
Profit = revenue - costs
Therefore
profit - $83 million = revenue - costs - $83 million

I.E. to shed $83 million in profit, you've got to decrease revenue and/or increase costs by that much. Assume that costs stay the same (cost of doing business is fixed) or go down (costs less to make fewer tools). Then the $83 million reduction in profit is due to a revenue reduction of at least $83 million. At $9 million each, $83 million is a little more than 9 steppers. That's not an unreasonable number of cancellations given the state of the industry.

Katherine
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