Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

3:59 PM EST

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To: Jeffrey D who wrote (26981)	12/7/1998 11:26:00 AM
From: Jeffrey D	of 70976

....And a little Bull food for you this morning. From Credit Suisse last Friday. jeff << Applied Materials (AMAT-$43 13/16-BUY) Elliott Rogers, Business Selectively Firming FY99E:$0.55, FY00E:$1.85 ? Order Guidance Remains-Guidance of $600-$675M remains intact. Q4's tally was $684M, our Q1 forecast is $685M. We view that as a floor on an order range with upside as activity is poised to lift in Taiwan. ? Oper'g Leverage Enhanced By Restruct-AMAT's goal is to achieve G/M close to 50% when qtrly sales top $1.3B. That may be difficult to achieve if svc margins hold in high 30's. However, G/M's are apt to top 48% posted in early '98, with oper'g margin peak levels possible in mid-20% range. ? Stock Run UP Reflects Improving Visibility-Line mgmt suggested in Nov that visibility was improving. Recent comments at CSFB conf from other equip suppliers confirm. >>

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