Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 252.25

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Nov 28 9:30 AM EST

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To: Gottfried who wrote (2802)	9/1/2002 1:21:13 AM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "Chief executive Rick Hill trimmed his guidance for September quarter orders from flat with June, to a possible 20% decline to the range of $200-220 million." This is incorrect. June orders were $276M and the June CC forecast $250M orders for September, down ~10%. The revision to $200-220 is correct. RE: "...Kulicke & Soffa, whose products figure toward the "back-end" of the chipmaking process." When I see "products figure toward the "back-end"", I register "functionally illiterate" or clueless about the industry. RE: "Because back-end firms have shorter leadtimes..." This is valid analysis for "typical" capacity determined cycles. It is invalid for the current situation. The K & S announcement was for sharply lower revenues for September. Even after the downward revision, NVLS is forecasting increased revenues for September when compared to June and only slightly lower orders (0.87-0.96 BTB). Again, K & S orders increased 7% June over March while NVLS increased 58%.

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