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: Sam Citron who wrote (62864)	4/14/2002 7:18:14 PM
From: Cary Salsberg	Read Replies (1) of 70976

Again, I just love that these people are the competition! Its the ORDERS stupid! These morons have the audacity to tell you to adjust earnings estimates by 30% when they are lucky if their estimates are within 100%. As was pointed out in discussions here by Ian Stromberg, SAB101 will have very little effect on production orders because the tools will have been qualified already. BTB has moved to 1 as bookings remained flat and shipments and revenues came down to booking levels. Bookings will move up slowly and shipments and revenues will lag, so we might see a BTB between 1.0 and 1.1 for much of the next 9 months.

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