Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 242.44

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3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (2241)	8/10/2002 12:43:34 AM
From: Ian@SI	Read Replies (2) of 25522

With that analysis, you could easily qualify for a job as Hickey's assistant. On the top 10 list, do you think that all companies have the same percentage revenues from Semi Cap Equipment, Services and other lines of business? Do you expect all product lines in all companies to perform identically at all stages in the cycle? Might it be possible that Canon, Nikon, TEL, Hitachi, etc. have substantial revenues not associated with the equipment market? Is there any difference between AMAT's revenue curve on this downturn compared with prior downturns. Facile comparisons of gross undefined numbers seldom lead to wise investing decisions. But you're a big boy. Use whatever assumptions work best for you.

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