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

To: Joseph Beltran who wrote (36555)	8/10/2000 1:35:06 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Guidance was for 73-75 cents, excluding 300mm sales; I believe they said that 300mm should account for 10% or revs by Q4FY00. BK

To: Joseph Beltran who wrote (36555)	8/10/2000 1:40:55 PM
From: Ruck	Respond to of 70976

from may 10th of this year. of course they are low-balling with the 73-75 forecast. Third-Quarter Forecast The company will earn 64 cents to 68 cents a share in the fiscal third quarter -- more than the current 62-cent First Call estimate -- on revenue of $2.6 billion to $2.7 billion, Chief Financial Officer Joe Bronson said on a conference call with analysts. He said orders in the July quarter will be more than $3 billion. ``The market continues to outpace all previous estimates,'' Bronson said. ``We expect orders to be robust for the remainder of the fiscal year.''