Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 228.68

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3:59 PM EST

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To: BWAC who wrote (12136)	11/19/2004 10:19:52 AM
From: Kirk ©	Read Replies (2) of 25522

RE: "You'll notice Reained Earnings went up by $1.350 Billion, yet Stockholders Equity as a whole only increased by $1.200 Billion. Paid in Capital decreased by $150 Million. There's part of the money for the option "entitlements"." But that is almost EXACTLY what I said when I made my first post hence my wondering what you were telling me I was missing or not understanding. I calculated $160M vanished with the most likely culprit "insider option entitlements." You stated to talk about depreciation and other uses of cash and I asked what that adds to the understanding if the stockholder equity contains all this? I believe we have shown that backing depreciation out of the income statement to see how much cash was generated or consumed is an interesting exercise but not needed to calculate if option entitlements are large or small. I think this is a great discussion as the more of us that REALLY understand what is happening, the harder it will be for our employees (remember Splinter works for ME, not the other way around since I own shares in AMAT) to skim cash from the cash drawer when us OWNERS have our backs turned. Kirk

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