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

To: BWAC who wrote (12079)	11/18/2004 8:05:22 AM
From: Proud_Infidel	Respond to of 25522

Digital TV shipments to quadruple through 2008, says iSuppli By Spencer Chin EE Times 11/17/2004, 3:55 PM ET MANHASSET, N.Y. — The combination of government deadlines and the continued emergence of advanced TV technologies will cause digital television shipments to rise at a 44.5 percent compound annual growth rate, from 19.9 million in 2004 to 86.6 million by 2008, according to market research firm iSuppli Corp. (El Segundo, Calif.). Revenue from digital TV sales will double over the same period, from $31.4 billion this year to $62.8 billion in 2008, the firm added. According to iSuppli, government mandates that all TV stations must broadcast digitally by 2007 will stimulate much of the digital TV sales growth. Also fueling the transition is the continued ramp-up of technologies such as liquid crystal display (LCD), plasma, liquid crystal on silicon (LCOS), and digital light processing (DLP), the firm said. North America, which will account for an estimated 43 percent of digital TV shipments this year, is expected to lead the digital transition, followed by Europe and Japan. iSuppli also expects the transition to fuel a parallel boom in semiconductors used for digital TVs, with sales increasing from $1.3 billion in 2004 to $4.9 billion in 2008. Decoders and demodulators will lead the way, followed by video system ICs such as image processors and controllers.

To: BWAC who wrote (12079)	11/18/2004 12:06:36 PM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

>> <so they siphoned off $160M in stock options and whatever else I am missing.> > The cash flow from depreciation that was siphoned off to make up the rest of the $500 Million buyback. Hint: it doesn't appear to have been reinvested in new depreciable assets. Lets refer to the balance sheet in posts so we have the URL handy: biz.yahoo.com I don't see your point. I am not an accountant so I am sure there is something for me to learn here. It would seem to me that what matters is how much of total earnings were turned into shareholder equity plus dividends. We know dividends were zero so the difference was given away as stock options. An asset is an asset if it is cash or depreciatable assets.... goodwil declined, since it depreciates, so they could have used some earnings to recover some of this... So... I guess I don't see your point but that doesn't mean one isn't there. Thanks