Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 304.84

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Jan 13 3:59 PM EST

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To: Proud_Infidel who wrote (14243)	4/13/2005 12:53:31 AM
From: Big Bucks	Read Replies (3) of 25522

Brian, for AMAT to produce that much equipment the industry and the global economy will need to be hitting on all cylinders and AMAT will need to be 2x-3x its current size just to support that kind of growth manufacturing output and support. Personally, I have a hard time visualizing that kind of sustainable industry growth at this time. I don't think the global economic cycles can operate in the necessary synchronization for that to happen. I can see it happening over a long time period, maybe over 4-5 years, but not over the course of a single fiscal year. It is about sustainability, profitability, and long term growth. AMAT at 2-3X its current size isn't sustainable because of industry cycles, IMO.

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