Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 339.94

+3.3%

Feb 11 3:59 PM EST

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To: Proud_Infidel who wrote (39632)	11/14/2000 2:36:24 PM
From: Fred Levine	of 70976

From Lehman... Applied Materials(AMAT) 1 - Buy We Think Q4 Will Be Strong, Guidance Good ·There has been speculation that Applied will provide pessimistic guidance on its 11/15/00 conference call. We think such speculation is premature. · So far, no front-end equipment company has announced business weakness for problems other than misexecution or infrastructure issues. For Applied to be the first to do so would be unusual. · Applied Materials’ suppliers have seen normal short-term volatility in the company’s ordering pattern, but nothing that suggests a downturn fred

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