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Politics : Formerly About Applied Materials

AMAT 268.87

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Jan 2 9:30 AM EST

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From: Q.	10/9/2001 5:23:54 PM
	of 70976

``There could be significant downside risk to equipment orders in the next few months as activity at some semiconductor manufacturers appears to be frozen,'' Shekhar Pramanick, a Prudential Securities Inc. analyst, wrote in a recent note. bloomberg.com BTW, Cary, you're right that Lam didn't report their bookings in the latest earnings release. They haven't done so in at least two years, maybe more. Here are their financial PR's: lamrc.com

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