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

To: Kirk © who wrote (12132)	11/18/2004 9:59:53 PM
From: Nancy	Read Replies (2) \| Respond to of 25522

I agree with you regarding the "entitlement" part. It painly stinks. (and he has the nerve to say giving dividend to shareholders would become "entitlement".) My posts regarding the relationship between depreciation and cash flow is strictly from the Cash Flow Statement analysis point of view. Obviously, the major cash inflow should be from ongoing operation, than anything else, including the investment income.

To: Kirk © who wrote (12132)	11/19/2004 8:43:56 AM
From: BWAC	Read Replies (2) \| Respond to of 25522

<doesn't care if you have cash or equipment as long as the cash is in the shareholders balance sheet and not in the insiders pockets via option "entitlements."> That was my point. You're missing some cash and or new income producing assets. Because the stock buyback retired shares, reducing Shareholders Equity (or better said as one of its components Paid in Capital). You'll notice Reained Earnings went up by $1.350 Billion, yet Stockholders Equity as a whole only increased by $1.200 Billion. Paid in Capital decreased by $150 Million. There's part of the money for the option "entitlements".