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

To: Cary Salsberg who wrote (54034)	10/10/2001 1:15:45 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Cary, I wasn't paying full attention to the conference call. I can't definitively say that LRCX didn't provide guidance for the current Q. I didn't hear a precise Revenue or Earnings estimate. During the Q&A, Bagley did say that they built backlog for the Q reported and expect to do so again this Q. The BtB > 1; and Bagley's thesis that the top 20 Chip companies aren't currently spending enough to remain competitive from a technology perspective strikes me as if the bottom for this sector may well be in the past rather than the future. I'd sure have a lot more confidence if the indicators came from AMAT rather than LRCX. Regards, Ian