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

To: Katherine Derbyshire who wrote (30432)	5/20/1999 4:53:00 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 70976

Thanks for the info. You are a great source of information. The reason I was disappointed with the BtB number was that my recollection of several semicap makers' BtB number was about 1.3. So I expected AMAT's to be actually above 1.3 rather than 1.24. I doubt that AMAT is production limited at these levels, but if you think differently please let me know. IF however this is the case, then AMAT will not be able to meet my projected revenue target of $8.3B. BTW, the high end of my valuation scale (i.e 4.5x previous revenue and 2x forward revenue) both come up with about the same number for AMAT (mid 40s~low 50s). ST