Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.92

+0.4%

Dec 29 3:59 PM EST

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To: Steve W. who wrote (10115)	10/31/1997 1:48:00 PM
From: roly	Read Replies (2) of 70976

Steve W. By the way, I forgot to mention that historically, AMAT splits every 2 years. This was inspite of the downturn in 96. Assuming the gloom and doom forecast on the semi will happen, and history will repeat, the stock will be around $110 by Oct 1999. From a $33 value now, that is close to 300% return for 2 years or 150% per year. Where else can we find a better return like that. Also, most of the revenues by AMAT now is the 200 mm. Can you imagine what the revenue will be if the 300 mm fabs take off. Another thing is AKT which Kumar had indicated is very strong. Good luck. Roly

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