Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Proud_Infidel who wrote (14785)	1/19/1998 10:35:00 PM
From: stockdoctor	Read Replies (2) of 70976

If my math is right and correct me if I'm wrong, if I use weighted average shares of approximately 380M with a 35% effective tax rate and a 27% earnings before tax (all of which are pretty much average numbers for this Co. except the weighted avaerage shares which changes on a quarterly basis) AMAT would have to have revenues of approximately $1.186M to achieve .55 for the quarter. I have to disagree with you the this number is out of the question which is what I gather from your post. If SUNW can beat the street by .03 and more importantly NVLS by .01 I really believe AMAT will come close to .55. If the margins continue to rise I think it's dead on. I will stick with this till the earnings release and will suffer with the consequences of the thread if they come in at .50. In other words I would be very surprised. Now if you ask me about the book/bill, I'm praying for a number greater than one so we don't eat up the backlog. Personally, I'm hoping for 1.03 on revenues of $1.186M. If my math is slighly off, I apologize. FYI, I think the book/bill for semi in December was .97...... Another record. Long AMAT The Stockdoctor!

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