Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.77

+0.9%

Nov 12 3:59 PM EST

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To: BWAC who wrote (12066)	11/18/2004 12:06:34 AM
From: Kirk ©	Read Replies (3) of 25522

I calculate $1.35B in net income and stockholder equity went up $1.19B so they siphoned off $160M in stock options and whatever else I am missing. I read one time that Intel would see a 17% earhings hit if they had to expense options. .16B/1.35bx100% = 12% Lets hope Splinter is not going to try and increase this. another way I look at it $160M in options loss is a dividend we didn't get which would be $160M/1.7B shares = 9 cents a share in dividends 9 cents a share on a $16 stock is 0.6%, a good target for AMAT to shoot for as its first dividend payment... then double it twice. From what I've seen in the valley, I doubt many would leave their jobs if they lost the gravy train of options that should be going to us shareholders now that they are well past the start-up mode. Where would they go? Now if we could just get the damned SJ Mercury news to do this sort of analysis, we shareholders might get more value for our investments rather than insiders.

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