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

To: Big Bucks who wrote (10215)	6/7/2004 9:47:17 AM
From: Cary Salsberg	Respond to of 25522

RE: "Excessive stock...Paper that represents some percentage of the valuation of the assets and business of the company..." and "Intrinsic value baseline is the actual value of the company at some point in time including physical assets and business revenue stream averaged over some time period..." You definitions are not standard and are still incomprehensible to me. We understand the concept of dilution, but you haven't connected dilution to "excessive". Standard valuation metrics are price/book value, P/S, PE, discounted future cash flow, etc. The $ value of a company's net assets divided by outstanding shares is book value, a measure of a company's value per share. You have not made clear the relationship between "intrinsic value baseline" and these standard measures.

To: Big Bucks who wrote (10215)	6/10/2004 1:16:54 PM
From: TimF	Read Replies (1) \| Respond to of 25522

Excessive stock/excessive shares are the same thing, IMO. Paper that represents some percentage of the valuation of the assets and business of the company…..the more that you print the less that each share represents of the ownership of those assets. Intrinsic value baseline is the actual value of the company at some point in time including physical assets and business revenue stream averaged over some time period….say 1 year. Do you value a $10 bill over 2 $5's? Tim