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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (32013)	8/17/1999 9:15:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Hi Justa, Would you buy more at 70 or hold for significantly lower prices? Back while a regular here, I posted often about amat having a 1.00 q leading to minimum $100 price. It looks like we are no more than 18 months away from this. I have stepped back in on klac and nvls in sizeable amounts for the next leg and want to get more amat now.

To: Justa Werkenstiff who wrote (32013)	8/18/1999 8:30:00 AM
From: Ted The Technician	Respond to of 70976

Justa, I agree with your analysis. Sales were greater than expected, bookings were less. The analyst from ML asked whether it was common that orders were filled within the same quarter and AMAT replied that it was very common within the industry to do so. AMAT didn't reveal its manufacturing cycle time because it was deemed to be proprietary information. Three waves: 1) Move to 0.18micron happening now. DRAM suppliers are digesting purchases from last 3 quarters - resolving technical problems with the 0.18micron technology before buying more eqt. 2) 300mm ramping R&D now, customer testing later this yr, full production in 2001. 3) move to new materials (e.g., copper)- should have a full product line in two to three yrs. Total market should be about 32B by 2003. The total market has been static over the last few yrs. AMAT's market share has risen from 17% to 33% now. Has high revenue goals for services division next year - targeting South East Asia. I didn't hear "congratulation", I heard multiple "congraduationSSS" or "again congratulations" mentioned. --Ted the Technician