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

To: Sam Citron who wrote (57301)	12/12/2001 11:13:01 PM
From: BWAC	Read Replies (1) \| Respond to of 70976

A loose estimate of B/E points from normal operations, (not including writeoffs, etc.): AMAT $1.1 Billion. NVLS $275 Million. Possibly $250 if they can get gross margin headed back up a bit. LRCX $300 if gross margin remains stable. $275 if they get it back under control. KLAC still has some amazing gross margins. It looks like they can dip to $350 and be even. $400 if the margin deteriorates. KLIC is currently underwater in revenues. They need to rise back to $140 or so. TER is currently very underwater. They look to need sales around $500 Million. Not the $250 Million they had last quarter.