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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: Sarmad Y. Hermiz who wrote (65243)	8/6/2002 1:57:08 AM
From: Gottfried	Read Replies (2) of 70976

Sarmad, calculating PSR for the trough year '98/99 AMAT sales for '98 were $4B Shares out this year [2002] are 1.65B. Assume it was the same number in '98. Sales/share were $4B/1.65B sh = $ 2.4 / sh Lowest price was $5.8 in Sept '98 Best [lowest] PSR was $5.8/$2.4 = 2.4 Sep '98 -------------------------------------------- Now let's calculate PSR for the time after the '98/'99 trough when SEMI sales were about the same as now and rising. That would be Feb/March '99 and low price then was $13.7. Thus PSR was $13.7/$2.4 = 5.7 --------------------------------------------- Conclusion: PSR was 5.7 in the same point of the cycle around Feb/March '99. [Using SEMI sales to find the same point in the cycle assumes Applied's portion of SEMI sales is the same now as in '98/'99. Since Applied has gained market share it's probably greater now] reference home.attbi.com PS: no speculation about the future here - just existing facts everyone can check. Gottfried - please check my math

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