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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Kumar Nathan who wrote (4866)	5/26/1997 9:10:00 PM
From: Teri Skogerboe	of 70976

Hi Kumar, that is interesting stuff you are telling us about (the masks thing).....if you hear more, I'd be interested to know about it....thanks...here are some new numbers on AMAT.... Zacks analyst watch report: AMAT Page: 1 APPLD MATLS INC 5/19/97 ZACKS ANALYST WATCH MEAN HIGH LOW NUMBER MEAN CHG EST LAST MNTH ($) FISC YR END 10/98 3.37 4.20 3.00 20 0.09 FISC YR END 10/97 2.26 2.58 2.00 22 0.08 VS ACTUAL 10/96 3.36 QUARTER END 7/97 0.60 0.70 0.51 18 0.03 VS ACTUAL 7/96 0.92 QUARTER END 10/97 0.67 0.86 0.59 16 0.02 VS ACTUAL 10/96 0.49 NEXT 5 YR GRTH (%) 21.59 30.00 17.00 16 -0.13 ESTIMATES & ACTUALS ARE BOTH EPS BEFORE XTRAS & OTHER NRI'S Zacks analyst watch report: AMAT Page: 2 APPLD MATLS INC 5/19/97 WALL STREET RECOMMENDATIONS AMAT RANKED 12/ 36 IN ELEC-MANUFACT IND RANKED 59/211 R R Z I I I R R R I I N R I I N N N I I N N -------- -------- -------- -------- -------- STRONG MODERATE HOLD MODERATE STRONG BUY BUY SELL SELL N = NATIONAL RETAIL BROKER; I = INSTITUTIONAL BROKER R = REGIONAL BROKERAGE FIRM; Z = ZACKS INDICATOR RANKING (EPS FORECAST REVISION MODEL) ( + UPGRADE SINCE LAST WEEK; - DOWNGRADE ) Zacks analyst watch report: AMAT Page: 3 APPLD MATLS INC 5/19/97 COMPANY VS INDUSTRY ---------- EPS GROWTH RATES -------- P/E ON LAST 5 YRS 97/96 98/97 NXT 5 97 ACTUAL (%) (%) (%) YRS(%) EPS COMPANY 66.9 -32.8 49.3 21.6 29.1 IND: ELEC-MANUFACT 46.2 -21.8 42.9 24.0 28.1 (T=309) S & P 500 12.6 10.2 5.0 6.7 18.7 ------------------------------------------------------------ COMPANY-INDUSTRY 20.7 N/M 6.4 -2.5 1.0 COMPANY-S&P 54.3 -42.9 44.3 14.9 10.4 Zacks analyst watch report: AMAT Page: 4 DISTRIBUTION OF EPS ESTIMATES HISTOGRAM AS OF 5/19/97 APPLD MATLS INC FY1 - 9710 FY2 - 9810 22 ESTS. 20 ESTS. X X X O X O X X X O XX X X XXX X O X XX X X X XXX X X OX O X XXX X X XO O !-----!-----!-----!-----! !-----!-----!-----!-----! 1.98 2.13 2.28 2.43 2.58 2.94 3.29 3.64 3.99 4.34 "X" = EPS ESTIMATE ($) "O" = THREE MOST RECENT ESTS. Zacks analyst watch report: AMAT Page: 5 4/97 QTR: APPLD MATLS INC 7/97 QTR: REPT DATE: 5/13/97 * EXP.REPT: 8/13/97 X X X OX X O XXX XX O XXX O XXX X O X XXXX X A O X XXX X O O !-----!-----!-----!-----! !-----!-----!-----!-----! 0.42 0.47 0.52 0.57 0.62 0.50 0.60 0.70 0.80 0.90 MEAN 0.50 (18) MEAN 0.60 (18) MOST ACC 0.52 ( 3) MOST ACC 0.68 ( 5) ------------------------------------------------------------ QTR END % SURPRISE ACTUAL ESTIMATE STD DEV. # ANALYSTS 4/97 8.97 0.54* 0.50 0.03 18 1/97 9.62 0.48 0.44 0.01 19 10/96 14.37 0.49 0.43 0.06 19 Zacks analyst watch report: AMAT Page: 6 APPLD MATLS INC-NMS - 2.000 10/13/95 - 10537 EMPLOYEES ," ORGANIZED IN 1967, APPLIED MATERIALS, INC. (""APPLIED MAT ERIALS"" OR THE ""COMPANY"") DEVELOPS, MANUFACTURES, MARKETS AND SERVICES SEMICONDUCTOR WAFER FABRICATION EQUIPMENT AND RELATED SPARE PARTS. YEAR EPS BEFORE XTRAS & NRI'S -CUR- HI/LO 1ST 2ND 3RD 4TH YR(10) PRICE 65 67/ 22 98 0.73E 0.80E 0.88E 0.97E 3.37E PRC/EPS 27 27/ 6 97 0.48 0.54 0.60E 0.67E 2.26E REL P/E 1.3 1.3/0.4 96 0.93 1.01 0.92 0.49 3.36 YLD 0.00 IAD NA SINCE 10/87 DEC SLS(MM$) NET(MM$) EPS-XNRI EPS-REP DIV/SH HIGH LOW 96 4144 599 3.36 3.27 NONE 40 24 95 3061 454 2.56 2.56 NONE 52 19 94 1659 220 1.25 1.30 NONE 26 21 Zacks analyst watch report: AMAT Page: 7 OPERATIONAL ANALYSIS SEGMENT INFORMATION NOT PROVIDED SHARES 156.4/OWNED BY 0.75% INSIDERS; 59.04% INSTITUTIONS - -PAID $ ,"THE COMPANY'S NET SALES INCREASED BY 35 PERCENT FOR FISCAL 1996 COMPARED TO FISCAL 1995, NOTWITHSTANDING THE SLOWDOWN IN THE COMPANY'S BUSINESS DURING THE SECOND HALF OF FISCAL 1 996, AND NET SALES FOR FISCAL 1995 INCREASED 84 PERCENT COMP ARED TO FISCAL 1994. THIS GROWTH WAS DRIVEN BY STRONG WORLDW IDE DEMAND FOR THE COMPANY'S ADVANCED WAFER PROCESSING TECHN OLOGY, MULTI-CHAMBER EQUIPMENT AND INSTALLED BASE CONTINUED Zacks analyst watch report: AMAT Page: 8 OPERATIONAL ANALYSIS CONTINUED SUPPORT SERVICES. THE INCREASED DEMAND FOR THE COMPANY'S AD VANCED EQUIPMENT REFLECTS THE SEMICONDUCTOR INDUSTRY'S NEED FOR THE TECHNICAL CAPABILITY TO FABRICATE ADVANCED DEVICE ST RUCTURES AND THE CONTINUED INVESTMENT IN SYSTEMS CAPABLE OF PERFORMING PROCESSES REQUIRED FOR SMALLER DEVICE GEOMETRIES. ----end----

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