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

To: Cary Salsberg who wrote (36594)	8/10/2000 8:30:51 PM
From: Jeffrey D	Respond to of 70976

Cary/all, from S&P Analysts. Jeff << Applied Materials (AMAT): Reiterate ***** {This is their 5 star rating. It means -"buy - expected to be among the best performers over the next 12 months."} Analyst: Thomas Smith Posts FY Q3 EPS of $0.70, vs. $0.30 (before $0.01 loss from discontinued)... beat $0.68 consensus... Bellwether for semiconductor equipment group delivers another strong report... Sales up 83%, and rose 25% from FY Q2... Orders up 12% from FY Q2, hit record $3.28 bil... should top $3.5 bil. in Q4.. Backlog of $3.69 bil. provides good visibility for next 2 quarters.. Japan orders strong.. Raising our FY 00 (Oct.) EPS estimate to $2.40 from $2.30, FY 01 to $3.45 from $3.30... Attractive at 21X our $3.50 calendar '01 est., with 24% L/T growth rate. personalwealth.com