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

To: Big Bucks who wrote (10335)	6/10/2004 4:25:45 PM
From: The Ox	Read Replies (2) \| Respond to of 25522

My point is that there is no reason to hoard 56 billion in cash. It's flat out stupid and about 40 billion more then necessary. Take a look at IBM, for example. They have about $9 billion in cash and are about 1/2 the market cap vs MSFT. Or GE, a larger cap vs MSFT and they have $13 billion on the balance sheet. The size of the money is what is the real issue. It's a wasting asset. It should be put to work. Why would they need (or want) to buy SAP for all cash? Doesn't make any sense.