Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: michael97123 who wrote (64993)	7/23/2002 10:42:34 AM
From: Cary Salsberg	Read Replies (2) of 70976

"Disappointment" Q1 orders $175M up from $125M(?). Q2 orders forecast at $250M. Mid-Q2 revised to $275. Actual Q2 $276. Q3 forecast at $250. As I have said before, this is not a normal cycle and the recovery will be very slow. The usual monotonic increases will not occur. Most orders are for new technology, not capacity. Orders will be lumpy.

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