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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: linda_marie who wrote (34715)4/6/2000 1:54:00 AM
From: Jeffrey D  Read Replies (1) | Respond to of 70976
 
Linda Marie, great article. Thanks! I liked this part the most:"This was the eighth consecutive year that it ranked number one. Miller projects Applied Materials' revenue will reach $8.5 billion this year and $10.6 billion in 2001. If this proves true, the company would have a $7 to $10 forward price/earnings ratio. Not too shabby compared with the average Internet stock, which has a forward P/E of 100 times nothing."

Amazing...



To: linda_marie who wrote (34715)4/6/2000 11:16:00 AM
From: chin  Respond to of 70976
 
Taiwan Semiconductor manufacturing Co(NASDAQ:TSM)announced
on the front page of Economic Daily News (Taiwan News paper in Chinese) that TSM will invest US$47E8 this year.
I wonder how much will go to the revenue of AMAT. It should not be a small portion. The annual revenue of AMAT is approx. US$55E8 according to the Forbes article.

Furthermore, TSM will plan to build a new foundry each year but will not decide on the scale of the future investment now.