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 (39708)	11/15/2000 6:29:02 PM
From: sam	Read Replies (4) of 70976

Applied Materials (AMAT) 42 3/4 +1 5/16: -- Update -- Other tidbits from conference call.... in Q4, had 43 customers with orders over $10 mln, 19 customers with orders over $50 mln, and 8 customers with orders over $100 mln; 107% jump in inventories reflects shipment of 300mm tools and an increase in finished goods as AMAT held off on shipping tools to Korean customers that didn't have the necessary financing arranged; said near-term visibility is limited for itself, and the industry, due to uncertainty surrounding rates, the presidential election, oil prices, global GDP growth, and fluctuation in currency markets; AMAT bought back approximately 2.1 mln shares in Q4; believes it could have annual sales of $20 bln within 3-5 years... AMAT currently up 9/16.

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