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

To: scott_jiminez who wrote (42314)	2/17/2001 12:09:58 PM
From: advocatedevil	Respond to of 70976

I expect you're correct for KLIC. Maybe the next to lower their outlook will be Lam. Bagley stated in late January that sequential bookings coming off their record quarter will probably drop 35%. This came out a week before Morgan's late January warning. Now that AMAT has again revised guidance lower with last week's announcements, perhaps Bagley will elaborate on just how "tough" it will be during the next "several quarters." Or maybe the next will be Novellus. Hill was fairly optimistic in his mid-January comments. While he predicted a 30-35% drop in bookings for Q1, he did expect a "re-accelleration" in the 3rd and 4th quarters. AdvocateDevil