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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 259.15+1.1%3:59 PM EST
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To: Proud_Infidel who wrote (9843)5/19/2004 10:44:36 AM
From: Cary Salsberg  Read Replies (1) of 25522
 
Brian,

I follow industry estimates for IC revenues, but I don't use it or cap ex as a % of revenues in my model. The key for IC revenues is pricing and pricing depends on judicious additions of fab capacity to prevent the usual serious overcapacity. $2.50 EPS requires a jump in Q revenue levels from ~$2B to ~$4B. Nobody is forecasting that, yet. White's $1.50 for '06 is the first I have seen that far out.
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