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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (10701)7/24/2003 8:54:52 AM
From: Return to Sender  Respond to of 95487
 
Brian, $100 million is a lot of money to most companies. I was just agreeing with Gottfried's statements in this post:

Message 19138918

We all know $100 million is a lot of money. It certainly is a lot of money to me.

RtS



To: Proud_Infidel who wrote (10701)7/24/2003 10:14:50 AM
From: Ian@SI  Read Replies (1) | Respond to of 95487
 
AMAT has aspirations of being a $20B Annual revenue company.
In that context, or even in a $10B context, a single $100M order isn't a significant part of that revenue target.

All it indicates is one company or JV has decided to go ahead with one fab.

Now if AMAT gets 5 or 6 of those orders in a Q, we're starting to talk about real money <G>.

Ian


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