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Technology Stocks : Semi Equipment Analysis
SOXX 328.78+2.9%Jan 9 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (11738)9/21/2003 9:43:27 PM
From: Proud_Infidel  Read Replies (1) of 95703
 
Yes, I see all too well the dilutive effects of issuing new stock. But linking these new shares to the cash on hand is another matter you did not address. If it was as easy to "make" cash as issuing new shares, I would vote for the proposals every time!

From your calculations AMAT should have about $5.5B instead of the $5.3B is currently has, since AMAT had about $1.5B in 1998......and this does not take into account cash generated by the business!

Brian
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