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Strategies & Market Trends : Guidance and Visibility

AAPL 268.42

-0.5%

Nov 7 3:59 PM EST

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To: Frederick Langford who wrote (10861)	8/14/2001 5:27:14 PM
From: JeanD	Read Replies (1) of 208838

Whatcha think here Fred? Futures up a bit. AMAT actually traded over 45 for a bit, and is about back there again now. Applied Materials (AMAT) 43.65 -1.19: -- Update -- On call, mgmt is seeing a shift from capacity orders to better technology orders. In other words, customers are not looking to buy equipment to make more chips, but rather are preparing for the next generation of equipment.....book-to-bill for JulyQ was 0.9-to-1...stock at 44.66. Applied Materials (AMAT) 43.65 -1.19: -- Update -- On call, mgmt provides more on OctQ. "Orders will be weak, but equal to JulyQ." ...Also, "orders are bottoming out and we look for modest improvement early next year."...stock at 44.85. Applied Materials (AMAT) 43.65 -1.19: -- Update -- On call, company provides guidance. For OctQ, mgmt is basically affirming guidance. They expect revenue to be flat with JulyQ which was $1.3 bln, in-line with consensus. On EPS line, company "expects to be profitable." vs consensus of $0.05....stock at 44.98.

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