Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: Jerome who wrote (45373)	4/12/2001 12:27:20 PM
From: mitch-c	Read Replies (1) of 70976

Actually, the plan I referred to was for AMAT. I was using LRCX info to extrapolate <my guess at> <the market perception of> SCE industry visibility, and the resulting AMAT behavior. Sorry if I wasn't clear. Despite ML's slap at AMAT (below), I think it's happening. - Mitch Market Report -- In Play (LRCX, AMAT) April 12, 2001 08:59:00 AM ET Merrill on Semi Equip : Merrill Lynch says that Lam (LRCX) sequential order decline of 60% was far below the 35% decline expected by Merrill; firm now expects AMAT to see a 40-45% sequential decline in the Apr qtr to $1.2-1.3 bln vs prior estimate of $1.7 bln. Merrill also notes that its industry estimate of a 26% q/q decline in Q1 was far too conservative.

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