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

To: Gottfried who wrote (48235)	6/20/2001 4:00:33 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

In my BTB post, I confused AMAT order falloff numbers and the booking numbers. I said orders were down 60% from the peak. I believe AMAT's peak was ~$3B/quarter and the last quarter was ~$1.2B. The data listed shows orders down 76%. If my prediction of a 5% order decrease holds and reveues fall 25%, up from 17% last month, the BTB will be .54 instead of my original prediction of .64. I said I would be surprised at an order falloff greater than 70-80%, but I think I will up it to 75-85%.

To: Gottfried who wrote (48235)	6/20/2001 4:01:10 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

FWIW, I initiated a short play here at the close at $48.36 AdvocateDevil

To: Gottfried who wrote (48235)	6/20/2001 6:24:27 PM
From: Proud_Infidel	Respond to of 70976

Applied Materials Wins Philips Semiconductors' Prestigious Supplier Award SANTA CLARA, Calif.--(BUSINESS WIRE)--June 20, 2001--Applied Materials, Inc. has been awarded the prestigious Supplier Award by Philips Semiconductors, one of the leading European manufacturers of semiconductors, for its efforts to meet Philips Semiconductors' needs throughout its global operations. Applied Materials was the only front-end equipment manufacturer to win this significant award, based on the company's achievements at all Philips Semiconductors fabs worldwide, including multiple facilities in Europe, Asia and North America. Bernd Schuenemann, equipment purchasing manager of Philips Semiconductors, said, ``Philips Semiconductors' Supplier Award is determined by a broad spectrum of inputs from our global staff of engineers, purchasing managers and senior executives, and requires a tremendous effort for a supplier to win it. Applied Materials' Philips global account team has taken the initiative to make continuous improvements in all aspects of their relationship with Philips Semiconductors, from their service and support organizations to their technical staff working with us on very advanced process technology.'' ``We are extremely pleased to receive such an important award from Philips Semiconductors,'' noted Francois Berger, vice president and general manager of Applied Materials Europe. ``Achieving this recognition from such a valuable customer means a great deal to everyone participating in our business with Philips Semiconductors. Our Philips global support team has done a superb job of applying our Total Solutions philosophy to Philips Semiconductors' day to day production challenges, which is reflected in the Supplier Award.'' Applied Materials (Nasdaq:AMAT - news), the largest supplier of products and services to the global semiconductor industry, is one of the world's leading information infrastructure providers. Applied Materials enables Information for Everyone(TM) by helping semiconductor manufacturers produce more powerful, portable and affordable chips. Applied Materials' Web site is www.appliedmaterials.com.

To: Gottfried who wrote (48235)	6/20/2001 6:24:35 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Applied Materials Wins Philips Semiconductors' Prestigious Supplier Award SANTA CLARA, Calif.--(BUSINESS WIRE)--June 20, 2001--Applied Materials, Inc. has been awarded the prestigious Supplier Award by Philips Semiconductors, one of the leading European manufacturers of semiconductors, for its efforts to meet Philips Semiconductors' needs throughout its global operations. Applied Materials was the only front-end equipment manufacturer to win this significant award, based on the company's achievements at all Philips Semiconductors fabs worldwide, including multiple facilities in Europe, Asia and North America. Bernd Schuenemann, equipment purchasing manager of Philips Semiconductors, said, ``Philips Semiconductors' Supplier Award is determined by a broad spectrum of inputs from our global staff of engineers, purchasing managers and senior executives, and requires a tremendous effort for a supplier to win it. Applied Materials' Philips global account team has taken the initiative to make continuous improvements in all aspects of their relationship with Philips Semiconductors, from their service and support organizations to their technical staff working with us on very advanced process technology.'' ``We are extremely pleased to receive such an important award from Philips Semiconductors,'' noted Francois Berger, vice president and general manager of Applied Materials Europe. ``Achieving this recognition from such a valuable customer means a great deal to everyone participating in our business with Philips Semiconductors. Our Philips global support team has done a superb job of applying our Total Solutions philosophy to Philips Semiconductors' day to day production challenges, which is reflected in the Supplier Award.'' Applied Materials (Nasdaq:AMAT - news), the largest supplier of products and services to the global semiconductor industry, is one of the world's leading information infrastructure providers. Applied Materials enables Information for Everyone(TM) by helping semiconductor manufacturers produce more powerful, portable and affordable chips. Applied Materials' Web site is www.appliedmaterials.com.

To: Gottfried who wrote (48235)	6/21/2001 11:45:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried and threaders, following is the latest Dorsey Wright data for the last 5 weeks as of yesterday closing. Note, that the sectors below the 30% (oversold) area and the number sectors over the 70% (overbought area). Naturally, the above is only my opinions and the data which I have reviewed from the Dorsey Wright site, IBD and SEMI sites. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)." Paul Percent Percent Percent Percent Percent 5/22/01 5/29/01 6/5/01 6/12/01 6/20/01 10week 79.1 10week 70.9 10week 77.6 10week 69.056 10week 53.8 30week 49.2 30week 68.516 30nyse 73 30nyse 69.176 30nyse 63.1 bpaero 60 bpaero 62 bpaero 62 30otc 50.856 30otc 45.7 bpasia bpasia 30otc 50.4 bpaero 62 bpaero 53.1 bpauto 66 bpauto 66 bpauto 68 bpauto 62 bpauto 61.3 bpbank 76 bpbank 76 bpbank 76 bpbank 76 bpbank 77.656 bpbiom 68 bpbiom 70 bpbiom 70 bpbiom 64 bpbiom 53.8 bpbuil 66 bpbuil 66 bpbuil 68 bpbuil 68 bpbuil 67.4 bpbusi 56 bpbusi 56 bpbusi 56 bpbusi 56 bpbusi 54.1 bpchem 62 bpchem 62 bpchem 62 bpchem 62 bpchem 56.4 BPCOMP 50 BPCOMP 42 BPCOMP 42 BPCOMP 42 BPCOMP 29.4 bpdrug 70 bpdrug 70 bpdrug 70 bpdrug 70 bpdrug 63.7 bpelec 60 bpelec 50 bpelec 48 bpelec 46 bpelec 33.6 bpeuro bpeuro bpeuro bpeuro bpeuro bpeuti 70 bpeuti 70 bpeuti 70 bpeuti 70 bpeuti 65 bpfina 62 bpfina 62 bpfina 62 bpfina 62 bpfina 56.3 bpfood 66 bpfood 66 bpfood 66 bpfood 68 bpfood 63.4 bpfore 64 bpfore 66 bpfore 68 bpfore 72 bpfore 72.5 bpgame 75 bpgame 72 bpgame 74 bpgame 74 bpgame 68.5 bpguti 70 bpguti 64 bpguti 60 bpguti 58 bpguti 52.9 bpheal 56 bpheal 56 bpheal 60 bpheal 62 bpheal 57.7 bphous 60 bphous 62 bphous 64 bphous 66 bphous 60.4 bpinet 32 bpinet 32 bpinet 32 bpinet 32 bpinet 22 bpinsu 64 bpinsu 66 bpinsu 66 bpinsu 68 bpinsu 69.1 bplati 43 bplati 48.57 bplati 48 bplati 56 bplati 52.9 bpleis 60 bpleis 62 bpleis 62 bpleis 62 bpleis 60.9 bpmach 54 bpmach 54 bpmach 54 bpmach 54 bpmach 47.1 bpmedi 58 bpmedi 60 bpmedi 60 bpmedi 60 bpmedi 49.3 bpmeta 74 bpmeta 76 bpmeta 78 bpmeta 78 bpmeta 67.7 bpnyse 62.4 bpnyse 61.1 bpnyse 61.5 bpnyse 60.573 bpnyse 56.6 bpoil 76 bpoil 76 bpoil 76 bpoil 70 bpoil 58.8 bpoils 74 bpoils 74 bpoils 74 bpoils 64 bpoils 54.8 bpopti 68 bpopti 61.5 bpopti 62.3 bpopti 60.304 bpopti 51.6 bpotc 56.399 bpotc 52.192 bpotc 53.7 bpotc 52.787 bpotc 45.5 bpprec 82 bpprec 82 bpprec 82 bpprec 82 bpprec 79.3 bpprot 68 bpprot 70 bpprot 74 bpprot 76 bpprot 74.2 bpreal 69 bpreal 69.543 bpreal 72 bpreal 73 bpreal 73 bprest 68 bprest 64 bprest 58 bprest 58 bprest 56.8 bpreta 64 bpreta 64 bpreta 68 bpreta 66 bpreta 61.3 bpsavi 80 bpsavi 82 bpsavi 82 bpsavi 82 bpsavi 82.9 BPSEMI 77 BPSEMI 46 BPSEMI 44 BPSEMI 56 BPSEMI 22.9 bpsoft 54 bpsoft 48 bpsoft 48 bpsoft 48 bpsoft 43.1 bpstee 48 bpstee 48 bpstee 48 bpstee 58 bpstee 58.5 BPTELE 44 BPTELE 44 BPTELE 38 BPTELE 36 BPTELE 26.1 bptext 56 bptext 56 bptext 56 bptext 56 bptext 50 bptran 62 bptran 70 bptran 70 bptran 70 bptran 58.9 bpwall 60 bpwall 66 bpwall 60 bpwall 56 bpwall 51 bpwast 60 bpwast 60 bpwast 62 bpwast 66 bpwast 60 HLnyse 92.9 HLnyse 91.8 HLnyse 86.3 HLnyse 83.05 HLnyse 77.8 HLotc 82.8 HLotc 84.1 HLotc 82.1 HLotc 74.9 HLotc 56.9 twotc 74 twotc 65.468 twotc 71.7 twotc 67.054 twotc 47.4 Percent Percent Percent Percent Percent 5/22/01 5/29/01 6/5/01 6/12/01 6/20/01 bpeuro bpeuro bpeuro bpeuro bpeuro bpasia bpasia HLnyse 86.3 HLnyse 83.05 bpsavi 82.9 HLnyse 92.9 HLnyse 91.8 HLotc 82.1 bpsavi 82 bpprec 79.3 HLotc 82.8 HLotc 84.1 bpsavi 82 bpprec 82 HLnyse 77.8 bpprec 82 bpsavi 82 bpprec 82 bpmeta 78 bpbank 77.656 bpsavi 80 bpprec 82 bpmeta 78 bpprot 76 bpprot 74.2 10week 79.1 bpoil 76 10week 77.6 bpbank 76 bpreal 73 BPSEMI 77 bpmeta 76 bpoil 76 HLotc 74.9 bpfore 72.5 bpoil 76 bpbank 76 bpbank 76 bpgame 74 bpinsu 69.1 bpbank 76 bpoils 74 bpprot 74 bpreal 73 bpgame 68.5 bpgame 75 bpgame 72.222 bpoils 74 bpfore 72 bpmeta 67.7 twotc 74 10week 70.9 bpgame 74 bptran 70 bpbuil 67.4 bpoils 74 bptran 70 30nyse 73 bpoil 70 bpeuti 65 bpmeta 74 bpprot 70 bpreal 72 bpeuti 70 bpdrug 63.7 bpguti 70 bpeuti 70 twotc 71.7 bpdrug 70 bpfood 63.4 bpeuti 70 bpdrug 70 bptran 70 30nyse 69.176 30nyse 63.1 bpdrug 70 bpbiom 70 bpeuti 70 10week 69.056 bpreta 61.3 bpreal 69 bpreal 69.543 bpdrug 70 bpinsu 68 bpauto 61.3 bprest 68 30week 68.516 bpbiom 70 bpfood 68 bpleis 60.9 bpprot 68 bpwall 66 bpreta 68 bpbuil 68 bphous 60.4 bpopti 68 bpinsu 66 bpfore 68 twotc 67.054 bpwast 60 bpbiom 68 bpfore 66 bpbuil 68 bpwast 66 bptran 58.9 bpfood 66 bpfood 66 bpauto 68 bpreta 66 bpoil 58.8 bpbuil 66 bpbuil 66 bpinsu 66 bphous 66 bpstee 58.5 bpauto 66 bpauto 66 bpfood 66 bpoils 64 bpheal 57.7 bpreta 64 twotc 66 bphous 64 bpbiom 64 HLotc 56.9 bpinsu 64 bpreta 64 bpopti 62.3 bpleis 62 bprest 56.8 bpfore 64 bprest 64 bpwast 62 bpheal 62 bpnyse 56.6 bpnyse 62.4 bpguti 64 bpleis 62 bpfina 62 bpchem 56.4 bptran 62 bpleis 62 bpfina 62 bpchem 62 bpfina 56.3 bpfina 62 bphous 62 bpchem 62 bpauto 62 bpoils 54.8 bpchem 62 bpfina 62 bpaero 62 bpaero 62 bpbusi 54.1 bpwast 60 bpchem 62 bpnyse 61.5 bpnyse 60.573 bpbiom 53.8 bpwall 60 bpaero 62 bpwall 60 bpopti 60.304 10week 53.8 bpleis 60 bpopti 61.5 bpmedi 60 bpmedi 60 bpaero 53.1 bphous 60 bpnyse 61.1 bpheal 60 bpstee 58 bplati 52.9 bpelec 60 bpwast 60 bpguti 60 bprest 58 bpguti 52.9 bpaero 60 bpmedi 60 bprest 58 bpguti 58 bpopti 51.6 bpmedi 58 bptext 56 bptext 56 bpwall 56 bpwall 51 bpotc 56.399 bpheal 56 bpbusi 56 bptext 56 bptext 50 bptext 56 bpbusi 56 bpmach 54 BPSEMI 56 bpmedi 49.3 bpheal 56 bpmach 54 bpotc 53.7 bplati 56 twotc 47.4 bpbusi 56 bpotc 52.192 30otc 50.4 bpbusi 56 bpmach 47.1 bpsoft 54 bpelec 50 bpstee 48 bpmach 54 30otc 45.7 bpmach 54 bplati 48.571 bpsoft 48 bpotc 52.787 bpotc 45.5 BPCOMP 50 bpstee 48 bplati 48 30otc 50.856 bpsoft 43.1 30week 49.2 bpsoft 48 bpelec 48 bpsoft 48 bpelec 33.6 bpstee 48 BPSEMI 46 BPSEMI 44 bpelec 46 BPCOMP 29.4 BPTELE 44 BPTELE 44 BPCOMP 42 BPCOMP 42 BPTELE 26.1 bplati 43 BPCOMP 42 BPTELE 38 BPTELE 36 BPSEMI 22.9 bpinet 32 bpinet 32 bpinet 32 bpinet 32 bpinet 22