Sorry to burst your bubble, I would wager it is probably hard to find another company with that impressive of performance over that time spanThe benefit of hindsight makes this an easy challenge. Obvious champions such as Microsoft, EMC, and Intel spring to mind. A comparison using these examples is somewhat unfair.But what are the dividends from ConsistencySizeCapitalIf I were to select candidates based on these criteria these would be my selectionsand the results, dividends not includedhttp://finance.yahoo.com/q?s=amat&d=my&c=utx%2Baig%2BgeWith: a fraction of the standard deviationdeeply diversified income streams, ultra conservative financial management, Serious and meaningful advantages to an investor far surpassing the disproportionate risk to shareholder capital which is de rigueur for AMAT. AMAT is now changing hands at 15X cash flow, 5XRev, 10X tangible book, with margins swinging wildly between 4% and 20% (and back again) over the past decade.At cyclical lows Jan 95, Sept 96, Oct 98AMATChanged hands at 1-2XREVDividends not availableHow will Applied's revenue fare in the current “deceleration” well what do you think are reasonable assumptions in regard to the prospects for the semis, their customers?Financial StrengthPredictabilityPersistenceAre far more valuable than you might supposeRisk averse wins
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