Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 327.01

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Jan 16 9:30 AM EST

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To: Big Bucks who wrote (6337)	6/24/2003 11:26:00 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "Great company, great products, very good management, great technology!!!" I have watched ATML since the early nineties and they were a customer I dealt with when I was employed at TMT and CMOS. I have carefully avoided an investment in ATML. The decisive factor came in, possibly, their most successful year. They crossed the $1B sales mark and earned 20%, $200M, after tax profit. They borrowed about $300M to invest in their fabs. When someone can show me that ATML is cash flow positive and is supporting its capital investment from depreciation dollars, then your sterling description of the company will be relevant to me.

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