Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 260.77

+0.2%

Dec 24 12:59 PM EST

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To: Henry Eichorszt who wrote (13110)	12/12/1997 12:30:00 PM
From: Barry Cartwright	Read Replies (1) of 70976

Let's review approx 2 weeks ago; AMAT upbeat at analyst conference, saw no pushouts or delays from customers, saw requests for pull-ins (accelerated delivery), backlog increased to 1.72 billion, saw market share gains across the board (etch, RTP, CMP, etc). Gross margin highest in 8 years. Shift to 0.25 micron fuelling growth (39% or business vs. 33), North America and Taiwan strong. Only awareness of a weak asia is from TV, not customers, toured Far East and saw increasing demand for its products, NORTH KOREA WEAK AT UNDER 10% OF BUSINESS but being made up in Asia Pacific and North America. GO AHEAD DUMP THE STOCK, make my day!!! NEW GUY ANDREW CARTWRIGHT

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