Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

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To: sam who wrote (39705)	11/15/2000 5:58:08 PM
From: sam	Read Replies (1) of 70976

Applied Materials (AMAT) 42 3/4 +1 5/16: -- Update -- DRAM accounted for 20% of AMAT's business in Q4... believes DRAM will account for less than 20% of business in 1Q01 as it isn't likely to experience a similarly large order that it received in Q4 from one of the major companies in that space... conference call just concluded... AMAT shares up 1/4 in after hours Applied Materials (AMAT) 42 3/4 +1 5/16: -- Update -- In response to question about customer delays, said it has not had any such experiences... did note that it had four cancellations on 200mm products, but that there was no shifting or deferral of 300mm orders.... says customers wishing they could get 300mm products faster... AMAT up only 3/8 now after being up more than 3 points following its earnings release, but prior to its conference call Applied Materials (AMAT) 42 3/4 +1 5/16: -- Update -- Sees flattening effect, near-term, with respect to gross margins due to the ramp in 300mm product shipments; noted that revenues for 300mm will be less than $100 mln in 1Q01... AMAT up 3/4 in after hours trading.

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