Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.17

+1.1%

12:02 PM EST

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To: miklosh who wrote (41564)	1/17/2001 5:51:33 PM
From: Donald Wennerstrom	Read Replies (1) of 70976

I would say that is a "sparkling" earnings report. Particularly impressive is their strong backlog - <The Company continued to have a positive book-to-bill ratio and ended the quarter with over six months backlog at current shipping levels. Geographically, Taiwan neared its previous record bookings levels. Europe had record bookings at more than 20% of the total due to continued strength of these customers and the ability of KLA-Tencor solutions to help improve tool productivity and accelerate time-to-yield through innovative multi-tool solutions.> (emphasis mine) Now if you were listening to the analysts, you may have thought KLAC had serious problems. Starting with 9/22/200, KLAC has had 9 straight downgrades, the most recent one on 1/12/2001(last Friday). earnings.com According to First Call, over the last 90 days, the Mar/2001 Qtr has been reduced from 0.57 to 0.52, the June/2001 year from 2.22 to 2.10, and the June/2002 year from 2.66 to 2.09. cnnfn.cnn.com I just wonder where the analysts are coming from? Do they talk to these companies at all, or do they make it up as they go along?<gg> Don W.

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