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

To: Cary Salsberg who wrote (9876)5/20/2004 9:38:28 AM
From: Proud_Infidel  Respond to of 25522
 
20-May-04 Jefferies & Co Initiated Underperform

I read on the Yahoo message board that the target was $16.50



To: Cary Salsberg who wrote (9876)5/20/2004 10:34:09 AM
From: Sam Citron  Read Replies (1) | Respond to of 25522
 
my estimates will be too high if cyclical excess is replaced with slower, stable growth

Is it your thesis that the industry gradually loses its cyclical character and the cyclical excess is replaced with more stable growth? If so, how do you justify the "return to normal upcycle purchasing patterns" causing a doubling of EPS between CY05 and CY07, and why do you think that EPS will peak in CY07?

Sam


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