Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 244.19

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9:34 AM EST

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To: trilobyte who wrote (40199)	11/30/2000 7:59:26 PM
From: Gottfried	Read Replies (2) of 70976

trilobyte, thank you for the extensive notes you took! I looked for bad news and found some right at the top... >orders in 4Q to be approx 450 000 000, slightly down from previously anticipated orders due to pushout from Korea (Hundai rescheduled investment to 1Q and 2Q). Opportunities to win orders in december might balance things out and make up Korean shortfall.< That's exactly the KLIC scenario last summer. You know what happened to KLIC. I'm not comparing the two companies - just the scenario. Gottfried

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