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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 304.84-0.8%3:59 PM EST
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To: Big Bucks who wrote (14246)4/13/2005 2:36:36 AM
From: Cary Salsberg  Read Replies (2) of 25522
 
RE: "...AMAT will need to be 2x-3x its current size..."

I think that AMAT should be able to double last year's revenue at a size about 2x last year.

RE: "...I have a hard time visualizing..."

Maybe, if you master the concepts of capitalization and number of share outstanding, you will be able to graduate to the concept that 15% annual growth effects a double in about 5 years. You do know that semi industry revenue grows and that the semi-equip industry grows at approximately the same rate.

RE: "AMAT at 2-3X its current size isn't sustainable because of
industry cycles, IMO."

In the past, AMAT grew its revenues despite the industry cycles. All indicators point to a decrease in the cyclical nature of the semi-equip industry. Why is there some size, 2-3 times the current size, that will not be sustainable?
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