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

To: sam who wrote (36422)	8/9/2000 4:44:13 PM
From: Mephisto	Read Replies (1) \| Respond to of 70976

AMAT looks cheap to me. Do you think it is expensive? Is that why you don't own shares? Mephisto

To: sam who wrote (36422)	8/9/2000 4:44:49 PM
From: kdavy	Respond to of 70976

Conference call info. You can listen to the cc at webevents.broadcast.com kday

To: sam who wrote (36422)	8/9/2000 4:47:57 PM
From: Mephisto	Read Replies (1) \| Respond to of 70976

Asia looks promising. "Regional distribution of new orders for the third fiscal quarter of 2000 was: North America 30 percent, Japan 24 percent, Taiwan 15 percent, Europe 15 percent, Southeast Asia and China 9 percent and Korea 7 percent. Backlog at the end of the third fiscal quarter of 2000 increased to $3.69 billion, from $3.18 billion at the end of the second fiscal quarter of 2000." ************************************************************ ``Our record results reflect customers' investments in expanded capacity to meet increasing semiconductor demand and in advanced technologies to provide more powerful, portable and affordable semiconductors. Our product portfolio is the strongest in the history of the Company, enabling us to improve our competitive position in all regions,'' said James C. Morgan, chairman and chief executive officer. During the quarter, Applied Materials announced the largest rollout of new products in the history of the semiconductor equipment industry, introducing 22 new 300mm systems supporting over 80 process applications. The new line of 300mm systems includes factory efficiency technologies that leverage the Company's strengths in process equipment, defect detection and process control software and enhance customers' manufacturing capabilities. The Company received its first significant orders for 300mm products during the quarter. ``The industry outlook continues to be positive. There are significant capital investment requirements in 0.18 micron capacity for Internet, communications and digital devices,'' said Morgan. ``The emerging industry transition to 300mm wafer processing, combined with continued growth of 200mm applications, provides a tremendous opportunity for Applied Materials to supply technologies that will enable our customers to deliver on the promise of the Information Age,'' concluded Morgan.