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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (11010)	8/16/2003 6:59:51 AM
From: Proud_Infidel	Read Replies (1) of 95738

Sarmad, there is no connection between AMAT stock price and its ability to do its business. Cannot really say I agree with you here in the least.....chart AMAT's stock price and compare it to their cash levels from '98 until the present. They went from $1.4B(??) in cash to $5.23B during one of the worst times ever for the sector......question 1: what will happen once the sector turns and they can really generate cash from a renewed upcycle? question 2: don't you think that their ability to not only survive but to prosper during utterly miserable market conditions warrants some premium? Please note that their PSR is only slightly above KO's using awful revenue numbers!!!! question 3: don't you think that their ability to survive the storm so strong puts them in a much stronger position for the next upturn as those who are still alive are probably not in as good a condition as they are? I simply cannot believe that YOU believe that: there is no connection between AMAT's business (and business results) and the price of AMAT stock.....IMO, this statement is ludicrous. Brian

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