SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Jacob Snyder who wrote (50324)8/9/2001 4:22:21 PM
From: Proud_Infidel  Respond to of 70976
 
Assuming AMAT hits $20B during the next cycle and is able to achieve net margins of 21%(as it already has), its EPS will be greater than $5.00. Their numbers are off by nearly 50% using assumptions that AMAT mgt has already stated would be pursued aggressively. I would like to know exactly how they came to their numbers, because if that is all AMAT is able to do, I will be very disappointed.

BK