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Politics : Formerly About Applied Materials

AMAT 258.64

-1.0%

3:59 PM EST

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To: runes who wrote (62889)	4/17/2002 12:57:25 PM
From: Kirk ©	Read Replies (2) of 70976

RE: Monday - Semi Eq B2B. If LRCX mirrors NVLS then the B2B should be showing improvement. Bookings were 15% above the mid-quarter prediction while SAB ships were up about 5%. My rough estimates says that this should translate into bookings of 820 mil and a B2B of around 0.95. This should give a nice bit of oomph to the market...IF LRCX ECHOES NVLS. I caught part of the UTEK Conf. Call and they expect the B2B by next quarter to be about unity. They sounded cautiously upbeat expecting significant sequential shipments growth. I'd say we now have NVLS, KLIC, Phillips and UTEK seeing things getting better. Intel doesn't see a recovery yet but it is getting more profitable through technology buys AND hiring controls. Kirk

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