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


To: Gottfried who wrote (41949)2/8/2001 6:10:38 PM
From: Donald Wennerstrom  Respond to of 70976
 
The following note was posted by Briefing.com earlier today.

Applied Materials (AMAT) 42 3/8 -2 3/8: Sources at B of A Securities told us that they were negative on AMAT this morning, noting that huge slowdown in orders at AMAT especially CMP (chemical mechanical planarization) orders which had been one of the fastest growth parts of the business; expect CMP growth will be a lot lower when company gives guidance next Tuesday after its earnings report.

Don