Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.2%

3:59 PM EST

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To: pat mudge who wrote (36430)	8/9/2000 5:43:06 PM
From: Tony Viola	Read Replies (2) of 70976

Pat, great notes on great news. I also heard a prediction of 73 to 75 cents eps for the current quarter. DRAM shortage for 2H2000. 0.18 capacity still unfulfilled. I'd add to that, that 0.13 is right around the corner. If AMAT is still selling 0.18 equipment, and with copper, 0.13 and 300 mm all happening or on the near horizon, has there ever been such a confluence of new products for this industry? Great year this year, next year potentially even better (Morgan). Tony

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