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

To: etchmeister who wrote (19318)	6/8/2006 7:22:40 PM
From: BWAC	Respond to of 25522

<NVLS provided footing for the group and someone must have slipped a couple Zoloft in Rick Hill's ice tea during lunch time.> Or he got his options gift priced at $22. That would work far better than Zoloft if it was me. <The question is what will the "financial community" do? postponing the peak? saying the strength of second half will lead to weakness in 07? > All of the above. And then Algo on.

To: etchmeister who wrote (19318)	6/12/2006 4:05:10 PM
From: Proud_Infidel	Respond to of 25522

June 12, 2006 Applied Materials (AMAT - $ 16.61) 1-Overweight Company Update Update From Management Meetings Investment Conclusion Service business is one of the cornerstones of Applied's growth strategy and growth prospects in this business may be better than street expectations. Our valuation of Service business at $5 per share implies that the Equipment business is trading at 8x '07 EPS estimate, a significant discount to peers. We reiterate our 1-OW rating. Summary - We met with the Head of Applied Global Services last week. Applied's initiatives in the Service business include growing the SAM from $11B today to $14B by FY08. - We believe revenues from the Service business could exceed our initial $2 billion FY06 estimate, ultimately reaching $2.5 billion in FY07. - Checks indicate that Applied Materials is also working on an inkjet printer for the Flat Panel market that is likely to help establish a significant position in this market. - Applied Materials is focused on increasing the SAM through initiatives in Service, Flat Panel and Solar markets which could take FY07 revenue well above all time peak revenues achieved in 2000, while the shares are trading at an all time trough valuation.