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Politics : Formerly About Applied Materials

AMAT 322.31

-5.6%

Jan 30 3:59 PM EST

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To: Proud_Infidel who wrote (28521)	2/22/1999 5:41:00 PM
From: Jeffrey D	Read Replies (1) of 70976

From Credit Suisse from last week in regard to AMAT's January BTB. They also predict .26 EPS for second quarter. You might recall Capt. Morgan said he was comfortable with .22 to .25. Jeff Revenue Next To Ramp One has to go back to Q2:F95 to find a 1.38 book-to-bill at AMAT, and revenues in the following quarter surged by 33%. Q2's revenue ramp, to an estimated $975MM (guidance of $925MM to $1.0B suggests upside to $975MM), would be a 31% sequential gain. Whether the top line is $975MM, or $1.05B is less material than the likelihood of continued top line growth momentum in Q3, if orders in Q2 top $1.15B as we suspect. At $3.9B (versus $4.04B in F98), our sales forecast could still be conservative. Importantly, if F00 bookings top $6.0B, $5.6B in sales will be too low.

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