Applied Materials No-Politics Thread (AMAT) Message Board

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

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Dec 19 9:30 AM EST

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To: Cary Salsberg who wrote (9876)	5/20/2004 10:34:09 AM
From: Sam Citron	Read Replies (1) of 25522

my estimates will be too high if cyclical excess is replaced with slower, stable growth Is it your thesis that the industry gradually loses its cyclical character and the cyclical excess is replaced with more stable growth? If so, how do you justify the "return to normal upcycle purchasing patterns" causing a doubling of EPS between CY05 and CY07, and why do you think that EPS will peak in CY07? Sam

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