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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 3:59 PM EST

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To: Justa Werkenstiff who wrote (21071)	7/3/1998 5:54:00 PM
From: Proud_Infidel	Read Replies (3) of 70976

Justa, Re:We project cyclical peak revenues and EPS at $10 billion and $7.00, respectively. The company is implementing an early-retirement program to reduce its work force by 5% (thereby lowering its cost structure) while retaining key personnel for the upturn. I assume they mean $7 post split; I have never seen projections this high. Not that I'm complaining. If they can meet $7 and there is euphoria on the Street for the group, we are looking at $200+ easy. My cyclic high projection high was in the area of $5. Using their projections, I come up with a Net Income of about 26.95%(385,000,000 X 7/10,000,000,000). Personally, I believe this assumption is a bit high. I would rather use an assumption in the 15%-17% range and see them beat it and watch as the Street declares AMAT the next MSFT<GGG>. What is your take? Brian

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