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To: Bill Harmond who wrote (11513)5/13/2002 9:07:48 AM
From: Bill Harmond  Respond to of 57684
 
07:45 ET AMAT Applied Materials estimates raised at Goldman (23.70)
Goldman Sachs raises ests due to 1) stronger than expected order recovery, 2) SEMI April book-to-bill released this Thursday, and 3) news, events, and price performance; raises FY02 est to $0.21 from $0.19 and FY03 to $0.85 from $0.75 (both above consensus).