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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Ian@SI who wrote (10704)	7/27/2003 1:23:45 PM
From: Jong Hyun Yoo	of 95530

Re: AMAT has aspirations of being a $20B Annual revenue company. In that context, or even in a $10B context, a single $100M order isn't a significant part of that revenue target. I really don't think AMAT will be $20B company during next several upturns. EVEN $10 seems like the number that could be difficult unless AMAT really capture a lot of market share in the process diagnostic and inspection area. This is the reasoning behind continuous streamlining of the business by NEW CEO: Try to downsize and make it more operational efficient so at least the share price can rise during the next upturn.

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