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Pastimes : THE COFFEE SHOP--A place to discuss Minute Subjects

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To: Ish who wrote (23870)	10/4/1999 8:55:00 PM
From: Mephisto	Read Replies (1) of 24894

AMAT's CEO, MORGAN on Kangas Wall Street Wrapup sees 2000 earnings in excess of 20%. Company just closes books for year next month so he would only say there will be an increase in orders of AT LEAST 20%. Going forward into 2000 he sees AMAT's revenues grow from 4 billion (or is it million) to 10 or 12 billion (or is it million) over last year's revenues WITHOUT SIGNIFICANT INCREASE IN COST. He notes that all Internet startups and companies like CSCO, MSFT are AMAT customers! Most investors do not have this information. Remember Texas Instruments is also a customer of AMAT. Mephisto

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