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Technology Stocks : Semi Equipment Analysis

SOXX 331.90

-0.4%

Jan 14 4:00 PM EST

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To: Return to Sender who wrote (15206)	5/17/2004 12:19:43 PM
From: Donald Wennerstrom	Read Replies (3) of 95720

<<7:22AM AMAT qtr preview at WR Hambrecht; Hold reiterated 18.54: WR Hambrecht reiterates its Hold rating on Applied Materials with a $22 target assuming that the stock should sell at 8x estimated 2005 gross profits of $2.72 per share. The co is scheduled to report its AprQ results tomorrow afternoon. The firm looks for orders of $2.20 bln, up from $1.68 bln and expects FQ3 guidance to call for a 5%-10% increase in orders, 15%-20% revenue growth, and EPS of $0.22. However, the firm believes that Applied's size and large market share will limit its future growth to a rate nearer the equipment industry average of 10%-12% as opposed to its 25% annual growth rate from 1980 to 2000.>> These are some different measurement metrics that I haven't seen before. Hard to relate to the more conventional way that most reporting provides.

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