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Politics : Formerly About Applied Materials

AMAT 319.11

+5.7%

Jan 15 3:59 PM EST

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To: Proud_Infidel who wrote (54093)	10/12/2001 2:22:10 PM
From: Jacob Snyder	Read Replies (3) of 70976

JP Morgan, research 10/10/01 No capacity-driven upturn till late 2002/early 2003 Industry capex will decline by 10-to-15% in 2002 (previous estimate was a 6% decline) AMAT revenue will go up, from 5.64B in CY2001, to 5.94B in CY2002.

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