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To: Peace who wrote (3458)	2/13/2001 6:54:19 PM
From: robert b furman	Respond to of 4583

Jim Morgan CEO of Applied Materials just held a 1 hour 15 minute conference call. Q2 ,01 EPS est is .32-37 Down from lowered actual of Q1 .66 Said business would be off for at least 6 months and was very hard to tell when excess inventories would be consumed. For now only game in town was 300 mm transition and copper.On other systems,they experienced equip pushouts from : usa,japan, asia,and europe. New Technologies were the only pocket of strength and many chip comp. are derailing any purchases except new tech. pilots.Huge need to make chips cheaper and better.Some won't be able to afford the transition and may not make it as only the efficient survive.You must "PAY TO PLAY" He will be on CNBC tomorrow A.M. - a must see for an equip junky like me. Bob