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


To: Henry Eichorszt who wrote (33240)11/17/1999 5:28:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Guidance for Q1'00:

*Expect to grow faster than industry

*Orders 10-15% over Q4

*Revs 1.6B-1.65B

*GM~50%

*NI= .75-.77

BTW, DRAM as a % of revs constituted 20% in Q4 vs. 21% for Q3!!!!!!!!!!

Also, DSO of 68 days lowest since 1985!!!!!!!!!

New Orders for Q4:

24 with 10M+
7 with 50M+
2 with 100M+

Share repurchase in Q4= 22M