Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 307.20

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Jan 12 3:59 PM EST

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To: Big Bucks who wrote (6721)	8/12/2003 8:33:40 PM
From: Proud_Infidel	Read Replies (2) of 25522

Just listened to some of the CC....I stopped it shortly into the Q&A....some things not in the press release or in news items I have seen from the outlets tonight: DRAM for the Q was 47% of total system orders. This is the highest percentage I ever recall seeing for DRAM in my time following the co......it is usually in a range of 15% to 25%. 300mm equipment purchases this Q "crossed over" for the first time ever, accounting for approximately 60% of orders, up from the mid 30's last Q.....sounds like 300mm is finally here after many years of pushouts. Repurchase of shares for the Q was 5M shares for $75M(avg price $15.15) Foundry purchases were 10% of orders. For the Q only 13 customers had orders of $10M or more, and only 2 of $50M+, and 1 of $100M+.

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