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To: Dave Gore who wrote (3263)	1/30/2001 5:16:48 PM
From: Jack Hartmann	Respond to of 3661

First quarter revenue will include only those 300mm system shipments that have been accepted by customers, and 300mm revenue is in line with original estimates. appliedmaterials.com From the AMAT PR warning of earnings today. Looks like 300mm buildout is holding steady at least. Jack

To: Dave Gore who wrote (3263)	1/30/2001 5:16:48 PM
From: Jack Hartmann	Respond to of 3661

First quarter revenue will include only those 300mm system shipments that have been accepted by customers, and 300mm revenue is in line with original estimates. appliedmaterials.com From the AMAT PR warning of earnings today. Looks like 300mm buildout is holding steady at least. Jack

To: Dave Gore who wrote (3263)	1/30/2001 5:16:48 PM
From: Jack Hartmann	Respond to of 3661

First quarter revenue will include only those 300mm system shipments that have been accepted by customers, and 300mm revenue is in line with original estimates. appliedmaterials.com From the AMAT PR warning of earnings today. Looks like 300mm buildout is holding steady at least. Jack