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

To: David Rosenthal who wrote (25160)	10/10/1998 10:04:00 AM
From: Big Bucks	Respond to of 70976

Dave, 1. I believe the liabilities should be included in the breakeven accounting as a business expense. All businesses have them, it is the cost of doing business. I don't think this is an issue. 2. Assets have write off value (deductions against profits) over time and are again a cost of doing business. They should include all tangible assets like property, equipment, buildings, etc. 3. This is why I'm holding out, if they have forward prospects of making 1/2 what they made last year going forward they should drop below "fair value", in line with other semi equip companies and the business cycle, IMO. However they will probably rebound much faster due to their market dominance. Anyone else have an opinion, based on company fundamentals?? BB