Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMAT 304.05

-1.0%

3:44 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cary Salsberg who wrote (14249)	4/13/2005 11:02:04 AM
From: Big Bucks	Read Replies (3) of 25522

Cary, as of right now there are 2.5B shares authorized and 1.68B outstanding... You will get plenty of notice of an impending stock split and management confidence when AMAT has a shareholder vote to increase the shares authorized. If I recall correctly, in the past AMAT has asked to increase the number of shares authorized about 2 years before actually splitting the stock. Making projections about how a company will fare multi-years down the road is a waste of time IMO, because there are too many unknown variables that will become part of the equation at a later time. You are trying to deal with absolutes when you should be considering the variables. As an example, what happens if LRCX and NVLS merge and develop some new technology and a patent portfolio that change the technological landscape for how chips are fabricated? Or what if China invades Taiwan. Chip equipment sales would dry up overnight. One must plan but be willing to change the plan if conditions change. Nothing about the future is set in concrete. Optimism is one thing, reality is another.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next