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

To: Proud_Infidel who wrote (36280)8/4/2000 10:05:29 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
Sony to delay European debut of PlayStation2
By Bloomberg News
August 4, 2000, 1:10 p.m. PT
TOKYO--Sony, the world's largest home video-game maker, said it will delay the introduction of the PlayStation2 game system in Europe to Nov. 24, to ensure it has enough supply after selling more than 3 million units in Japan.

news.cnet.com

Retailers report short supplies of some new Macs
By CNET News.com Staff
August 4, 2000, 11:50 a.m. PT

news.cnet.com



To: Proud_Infidel who wrote (36280)8/5/2000 11:47:04 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
Brian,

Do a sanity check! $61B? 33% is $20B, 40% is $24B, 50% is $30B. AMAT is projecting $15-20B. These people don't buy and sell software or cola water and they limited capacity during the downturn. Remember, no lithography tools, no production line. This will dampen the fall off after the peak. Profit margins diminish from peak values as capacity reaches its maximum. I still like $4.50 in '02 with revenues in the $15-20B range.


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