Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 301.88

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To: Big Bucks who wrote (14204)	4/12/2005 6:14:45 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "...growth with stock price appreciation that was distributed as a "dividend" to investors in the form of a stock split." The stock split because the price went up. Investors like price appreciation and, I guess, some like you think splits are a "dividend". Will you mow my lawn each week if I promise to give you 2 5 dollar bills for each 10 dollar bill you present? That is a 100% bill "dividend". Certainly, that is worth the effort a mowing takes. RE: "...so exactly when will that next AMAT stock split take place?" The next 2-1 stock split will occur when the price of an AMAT share hits $60. When will it hit $60, when annual sales hit $16B. Earnings will be about $4B (25% net margin), EPS will be about $2.40, and the PE will be about 25. Will AMAT be able to almost double last years sales in 3-4 years or even 5? The answer is in future semi industry growth rates, rates of equipment utilization by the industry, AMAT's market penetration, and AMAT's positions in new markets.

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