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

To: BWAC who wrote (12066)	11/17/2004 8:42:05 PM
From: Gottfried	Respond to of 25522

A slide show containing some instructive charts appliedmaterials.com

To: BWAC who wrote (12066)	11/17/2004 8:51:47 PM
From: The Ox	Read Replies (1) \| Respond to of 25522

Before we assume that all the additional shares were handed out as options, one should see if there were any acquisitions done with stock. This could account for some of the dilution. Obviously, I haven't dug into this issue... just considering that there might be possibilities other then options as a cause for the dilution.

To: BWAC who wrote (12066)	11/18/2004 12:06:34 AM
From: Kirk ©	Read Replies (3) \| Respond to of 25522

I calculate $1.35B in net income and stockholder equity went up $1.19B so they siphoned off $160M in stock options and whatever else I am missing. I read one time that Intel would see a 17% earhings hit if they had to expense options. .16B/1.35bx100% = 12% Lets hope Splinter is not going to try and increase this. another way I look at it $160M in options loss is a dividend we didn't get which would be $160M/1.7B shares = 9 cents a share in dividends 9 cents a share on a $16 stock is 0.6%, a good target for AMAT to shoot for as its first dividend payment... then double it twice. From what I've seen in the valley, I doubt many would leave their jobs if they lost the gravy train of options that should be going to us shareholders now that they are well past the start-up mode. Where would they go? Now if we could just get the damned SJ Mercury news to do this sort of analysis, we shareholders might get more value for our investments rather than insiders.