Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 259.15

+1.1%

Dec 22 3:59 PM EST

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To: Cary Salsberg who wrote (9842)	5/19/2004 10:09:10 AM
From: Proud_Infidel	Read Replies (2) of 25522

Cary, I am curious if you have any estimates for what IC revenues will be for your model, and thus capex? Are you assuming $250B etc for CY07 in IC revenues? I have a difficult time beliving that IC revenues will not be substantially higher than 2000 with the penetration into all consumer gear, and the TFT phenomenon......I assume that you heard how strong the TFT biz was for AMAT with orders well into 05? $2.50 in EPS is much more than they earned in 2000, so I am curious where you see IC Revs? TIA Brian

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