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

To: Big Bucks who wrote (14204)	4/12/2005 2:35:01 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Re: Even with overall excellent earnings and revenues AMAT HAS DONE NOTHING but trend down for 5 years To be accurate, AMAT trended down for about 2 years and had been trending up since, albeit weakly. And FWIW, AMAT is certainly NOT ALONE in this as you seem to suggest, quite disingenuously I might add. finance.yahoo.com Re: and the company decides on a 3c dividend... not enough to keep large investors interested That measly(as you imply) 3 cent dividend amounts to almost a quarter of a billion dollars annually. Do you honestly expect a company in a cyclical business to hand out a billion dollars only to pull back the dividend during rough times? Surely large investors would love that! LOL.

To: Big Bucks who wrote (14204)	4/12/2005 6:14:45 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

RE: "...growth with stock price appreciation that was distributed as a "dividend" to investors in the form of a stock split." The stock split because the price went up. Investors like price appreciation and, I guess, some like you think splits are a "dividend". Will you mow my lawn each week if I promise to give you 2 5 dollar bills for each 10 dollar bill you present? That is a 100% bill "dividend". Certainly, that is worth the effort a mowing takes. RE: "...so exactly when will that next AMAT stock split take place?" The next 2-1 stock split will occur when the price of an AMAT share hits $60. When will it hit $60, when annual sales hit $16B. Earnings will be about $4B (25% net margin), EPS will be about $2.40, and the PE will be about 25. Will AMAT be able to almost double last years sales in 3-4 years or even 5? The answer is in future semi industry growth rates, rates of equipment utilization by the industry, AMAT's market penetration, and AMAT's positions in new markets.