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Politics : Formerly About Applied Materials
AMAT 267.26+4.0%2:02 PM EST
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To: csmith who wrote (42115)2/13/2001 5:01:19 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
**Mics CC Notes**

.18 and below represented 76% of system orders for the Q

DRAM was 19% vs. 20% for the prior Q

36 orders over 10M
11 over 50M
5 over 100M

5.6 million shares bought back at a cost of 226M(avg price $40.35)

#1 market position in PVD, CVD, Etch, CMP, and therml processing

Spares and services expected to be 20% of rev

Lead Cu in market share

300mm estimates for the Q were "on target"

140M in cancellations, none due to competitors stealing biz

Order activity weaker across all regions
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