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

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To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:39 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:39 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:39 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:39 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:39 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:40 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:40 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:40 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:40 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:40 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:40 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:40 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:40 AM From: Proud_Infidel   Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

To: Proud_Infidel who wrote (40835) 12/15/2000 11:46:40 AM From: Proud_Infidel   Read Replies (3) | Respond to of 70976   Robertson Stephens Daily Growth Stock Update for AMAT Applied Materials, Inc. NASDAQ: AMAT $41.75 Strong Buy F2001E EPS: $2.89, down from $3.29 Sue Billat, Semiconductor Equipment/Foundries “In light of our recently reduced 2001 capital budget growth projection, we are adjusting estimates downward for the companies under our coverage,” said Billat. “We note that most chipmakers are reviewing their 2001 capital budgets, which we believe are still very much in flux, as visibility remains low. In our experience, Applied Materials has a track record of making market share gains during downturns and achieving high levels of profitability during upturns. In 2001, we expect the company to continue in this vein. However, as the largest equipment vendor, Applied is not immune to the general slowdown in 2001, in our view. Accordingly, we are reducing our FY2001 EPS estimates for Applied Materials to $2.89 (formerly $3.29) on revenues of $11.46 billion (formerly $12.57 billion). We are maintaining our Strong Buy rating.” cnetinvestor.com

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