Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: Kumar Nathan who wrote (4458)	5/13/1997 6:46:00 PM
From: Kumar Nathan	of 70976

Jerry Taylor's Presentation: - Q2 Performance better than management expectation. - Saw strong orders from Japan - Cost reduction program seem to be working -Nice Earning performance improvement in this quarter. - Aggrssively ramping up 300mm program. - CMP begins shipping multiple units. - Orbot is perfoming much better than expected. - HTF & RTP business is improving. - Q2 Order booking quite exciting. - DRAM is quite volotile but improving. - ETCH, PVD,CVD orders are very good. - RTP order is accelerating to record level. - North America took a big jump in order booking. Japan & Korea are laging. Europe is improving. - 18 Orders over $10 Million vs 15 orders of last quarter. This is exteremely bullish. Steady progression over sizable investments. Will post later.

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