Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: Gottfried who wrote (8802)	2/6/2004 6:28:34 PM
From: Big Bucks	Read Replies (2) of 25522

G- Rough estimates $16B gross revenues - 4B service/parts/contracts/sales/upgrades/etc (25% est) ________ $12B / $2.5M (est cost ea equip)= 4800 pieces of equip/yr 4800/240 shipping days/yr = 20 pieces of equip shipped/day 20 pieces / 10 est major product lines(could be wrong)= 2 pieces per division/shipping day.... Seems like it could be done as long as new fabs are being outfitted and older fabs are upgrading...

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