Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 265.39

+4.2%

3:59 PM EST

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To: Cary Salsberg who wrote (18924)	5/17/2006 12:10:13 AM
From: etchmeister	Read Replies (3) of 25522

RE: "Investors seem to be concerned about an order slow down. Five percent to 10 percent might sound good but not as good as what you just came off of. What are your thoughts on that?" According to Don CSFB just raised its EPS for AMAT a couple days ago - to me looks like "the financial community" will raise EPS but downgrade for slowing order growth but ultimately positive news fron Samsung and Toshiba should work work its way through - not sure why inventory issue now shifted towards Intel and AMD. Money is money Morgan Stanley & Co. Inc. and Goldman, Sachs & Co. are the joint book running managers for the offering and Thomas Weisel Partners LLC is serving as a co-manager for the offering. SanDisk to sell $1B in convertible notes Silicon Valley/San Jose Business Journal - May 8, 2006 * Print This ArticlePrint this Article * Email this ArticleEmail this Article * ReprintsReprints * RSS FeedsRSS Feeds * RSS FeedsMost Viewed * RSS FeedsMost Emailed SanDisk Corp. said Monday it will sell $1 billion in convertible senior notes and use the proceeds for general corporate purposes, including capital expenditures for new and existing manufacturing facilities. The money will also be used to develop new technologies and for general working capital, said the Sunnyvale-based company (NASDQ:SNDK). In order to reduce the potential dilution from conversion of the notes, the company said it intends to use a portion of the proceeds of the offering to enter into one or more hedging transactions on its common stock with the underwriters or their affiliates. Morgan Stanley & Co. Inc. and Goldman, Sachs & Co. are the joint book running managers for the offering and Thomas Weisel Partners LLC is serving as a co-manager for the offering. SanDisk is a supplier of flash memory data storage card products, solid-state data, digital imaging and audio storage products.

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