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Politics : Formerly About Applied Materials

AMAT 270.13

-1.8%

3:59 PM EST

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To: Ian@SI who wrote (22850)	8/11/1998 9:11:00 PM
From: Proud_Infidel	Read Replies (6) of 70976

Misc CC Notes: * 300mm R&D development reduced significantly; although it was noted that they would have the tools for the vendors who wished to move ahead with their 300mm expansion plans * Gross margin of 44.6% down from prior Q- caused by shift to spares & service business * "Very uncertain when turnaround will occur" * Expect capex for 98 to be down 23-30%, down from previous estimates of a 10-15% decline * DRAM as a % of Revs 36% compared with 42% last year * Taiwan orders up slightly over prior Q * Market share improvement in Japan * Cash now represent approximately one-thrid of total assets * No common stock purchased during the Q! * Estimated market share of HDP-CVD 55% for 98 versus 42% for 97 * Believe they are now the market leader in CMP with 35% market share for 98 versus 15% for 97(100 systems shipped this Q) * Breakeven point ~$600M * "Cannot assume we've hit bottom" * DRAM parity expected by end of 99 * Guidance for new orders- in range of this Q($608M) * Guidance for Revs- 625-675M * Guidance for Gross Margins- mid-40's * Guidance for EPS-.02-.05Please note that I was frantically taking notes and am not sure I heard this correctly. Charges were mentioned; I am not sure if they are included in the .02-.05 BK

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