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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (1926)	2/12/2002 4:33:43 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95953

It will be interesting to see the degree of positive or negative spin that comes out of the conference call. To reiterate, First Call had the current mean estimate at (0.01) for the quarter. 27 brokers contributed to this number. The high estimate was 0.02 and the low was (0.03). From that point of view, AMAT hit the high end of the estimate. <<Ongoing net income (which excludes one-time items) for the first fiscal quarter of 2002 was $15 million, or $0.02 per diluted share>> Another good point is the BtB of greater than 1.0. << Net sales were $1.0 billion .... New orders of $1.12 billion for the first fiscal quarter of 2002 were slightly higher than the $1.10 billion reported in the fourth fiscal quarter of 2001>> Have to wait to see how it all turns out. Don