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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (7457)10/8/2003 2:54:03 PM
From: Cary Salsberg  Respond to of 25522
 
RE: "...pretty much assumed..."

My assumptions:

1. Revenue is generally monotonically increasing.

2. Capex fluctuates with higher highs and higer lows.

3. The ratio is pretty much how you described it.

4. The analyst's comment about "capital intensity" is nonsense with respect to labor and disagrees with my assumptions with respect to revenue.



To: Sam Citron who wrote (7457)10/8/2003 4:16:09 PM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
Sam, I have equip bookings vs chip sales home.comcast.net

G.


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