Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 321.34

+5.7%

12:00 PM EST

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To: Gottfried who wrote (4400)	5/12/1997 8:26:00 PM
From: Kumar Nathan	of 70976

Gottfried: Time & Again AMAT beat Wall Street estimation. This time it is not different. The reasons are enormous. 1. There is tremendous amount of cost savings due to last layoff. Full benefit of it can be derived this quarter. 2. The synergy is very high. The Book to Bill for AMAT alone is going to be more than 1.25 3. There is a one time charge of $80M translated to $0.45 per share will be recognized this quarter ( One time charge Novellus) Plus continued royalty from them. 4. Excessive accrual of last Qtr accrual for those two acquisitions will be cleared this quarter. 5.Most importantly, the business climate itself is damn good and the conference call is going to be the best we have seen so far. Regards Kumar.

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