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

To: Richard Richardson who wrote (24291)	9/15/1998 10:42:00 AM
From: Ramsey Su	Read Replies (3) \| Respond to of 70976

Richard, I don't take good notes but I seem to remember Morgan saying, a couple of years ago, that AMAT was going to be a $10 billion revenue company by 2000. Any AMAT historians out there with article that can confirm? Ramsey

To: Richard Richardson who wrote (24291)	9/15/1998 11:09:00 AM
From: peter grossman	Respond to of 70976

From revenues over the last four quarters to $8 billion in 2002 is only about 15% growth per year. I find the comment referencing break even at $600 million per quarter is more telling, but much harder to interpret. For instance, does that mean in a continued downturn in 1999, revenues could actually slip to $2.4 billion? Or does it mean that by trimming expenses to breakeven at $2,4 B, they expect say a 10% net profit margin on revenues of $3.6 billion ? Any ideas?