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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 258.64-1.0%Dec 16 3:59 PM EST

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To: StanX Long who wrote (6070)5/10/2003 12:03:37 PM
From: Gottfried   of 25522
 
OT *** from Barron's today
SARS Victims?
Listed below are some of America's largest companies and their sales exposure to areas that have been affected by the disease.

Total Sales in
Sales Affected
Company Ticker (bil) Region Countries or Affected Markets
Dow Component Stocks
3M MMM $16.3 21.01% Asia Pacific
Boeing BA 54.1 16.75 Asia excluding Oceania
Caterpillar CAT 20.2 11.90 Asia Pacific
Coca-Cola KO 19.6 25.80 Asia Pacific
DuPont DD 24.0 12.70 Asia, including Japan, Taiwan
Eastman Kodak EK 12.8 17.50 Asia Pacific
General Electric GE 13.1 9.20 Pacific Basin
Intel INTC 26.8 44.74 Asia Pacific, including China, Taiwan, Japan
Intl Business Mach IBM 81.2 46.20 Japan
Johnson & Johnson JNJ 36.3 11.54 Asia Pacific (Total includes Africa)
McDonald's MCD 15.4 16.50 Asia Pacific (Total includes Middle East, Africa)
United Technologies UTX 27.9 12.90 Asia Pacific
Large Nasdaq Stocks
Applied Materials AMAT 5.1 60.70 Asia, including Taiwan, Japan, and South Korea
Cisco Systems CSCO 18.9 15.80 Asia Pacific and Japan
Qualcomm QCOM 3.0 54.90 South Korea, Japan

PS: AMAT has the highest % of sales in the affected region - over 60%

AMAT $5.1B 60.70% Asia, including Taiwan, Japan, and South Korea
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