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

To: advocatedevil who wrote (50473)	8/13/2001 3:44:49 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

2:01PM Applied Materials (AMAT) 44.40 -0.08: -- Update -- Merrill Lynch previews AMAT's qtr; expects in-line EPS and revenues at low end of forecast range, believes book-to-bill of 1.0 will be hard to meet, orders seen at $1.0-1.1 bln, below $1.2-1.3 bln forecast at start of qtr; expects recovery in 2002 and maintains Buy rating.

To: advocatedevil who wrote (50473)	8/13/2001 7:23:04 PM
From: mitch-c	Read Replies (3) \| Respond to of 70976

200mm dropoff This is what worried me from a purely geometric pov. As the wafers go to 225% the size, and the die shrinks hit, one SCE machine can process far more chips, more efficiently. However, the companies selling those machines are generally not selling them at an equivalent premium ... which winds up cannibalizing 200mm sales. (Generally analogous to end-of-model-year sales for new cars.) The 300mm penguins are milling at the edge of the iceberg, but none wants to be the first to jump. - Mitch