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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Paul V. who wrote (10186)	11/1/1997 12:18:00 AM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

PV, Estimation based on current market factors.(standard disclaimer if the market/competition changes.) It's hard to predict the future, to many variables to contend with, like playing poker with wild cards, you never know what will change the obvious hand and make a winner into a loser. 2000= $80 (assuming no split) 2003= $80 (after a split) 2008= to far out to be realistic or accurate, to many possibilities, except that current management will likely be gone (retired)and there will likely be 2 or 3 other equipment "giants" in competition both domestic and foreign. such as Lam+Novellus, and Tokyo Electron. This scenario (giants) could occur prior to 2000 or 2003 due to the large world-wide market that is developing. Only titans can wage a war on a world-wide basis and expect to really compete and bring the resources to sell and support a world class organization. BB