Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (19363)	5/13/1998 11:03:00 AM
From: Ian@SI	Read Replies (2) of 70976

From Briefing on when AMAT sees upturn. Note that AMAT's FY starts in October. Adams Harkness either heard something I didn't re start of upturn or has information from a non public source. Applied Materials Inc. (AMAT) 37 7/8 -1/16: --UPDATE-- Adams Harkness lowers earnings estimates on semiconductor wafer fabrication equipment maker as conditions in Japan continue to deteriorate; latest results were in line, but Q3 guidance is for orders of $850 to $1 bln, revenues of $925-$975 mln and EPS of $0.20 to $0.23 a share; management expects orders to bottom some time between Q1 and Q3 of FY99, as DRAM producers begin new fab construction; management does not expect an upturn in semi capital expenditures until second half of calendar 1999; continues to rate issue "market perform" while lowering FY98 from $1.46 to $1.33 and FY99 from $1.46 to $1.10 a share.....

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