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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: Darin who wrote (8033)	9/19/1997 12:33:00 PM
From: Proud_Infidel	of 70976

Billat said the device makers' buildup will pick up speed in 1998, with equipment sales jumping 19.7% over this year to $36.64 billion. To ALL: Does anyone know what % of Total Equipment Sales AMAT has garnered in the past? 30%, 40%?? This would help in approximating what their future will look like. Assuming 30%(I actually have no idea), we get $10.992 B off of $36.64 B in Total equipment spending. Assume a 15% NM and we get $1.6488 B, with an EPS of $8.72. Assume further a pe of 30 and we're looking at a price in the $260 range sometime in 1998. KIM that I have no idea what % AMAT will realize and am assuming an increasing net margin. BTW, I have heard AMAT has as an internal goal, NM's of 17% by early next century. But the key numbers I am after are AMAT's % of total equipment expenditures. If anyone could pass these on I would greatly appreciate it. TIA FOR ALL OF YOU SAYING AMAT IS OVERVALUED, I was reading The Intelligent Investor by Benjamin Graham and numbers were given on a chart as to what would be a reasonable pe for a company growing @ 20%; the "reasonable" pe was 48!!!! Just take it FWIW Brian

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