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

To: michael97123 who wrote (45178)	4/6/2001 10:26:13 AM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Lehman Brothers: Applied Materials(AMAT) 1 - Strong Buy Near Term Risk to Fundamentals (C) Driven by continued weakness in industry fundamentals and lower projected capital spending on semi equipment, particularly in Japan & Taiwan, we are becoming more cautious on AMAT’s fundamental outlook for next 2-3 quarters. Due to weakness in chip industry spending, particularly in Japan and Taiwan (40% of AMAT’s business in FY00), we think there is potential earnings risk to the downside. Lehman Brothers Morning Meeting Flash Covering AMAT, DCLK, IPG, OMC, CVC and A 04/06/01 05:31 AM investor.cnet.com AdvocateDevil