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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (2331)8/13/2002 4:58:19 PM
From: TI2, TechInvestorToo  Respond to of 25522
 
Brief.com on cc 16:39 ET Applied Materials more cautious (AMAT) 13.46 -0.12: -- Update -- On conference call, company sounds a more cautious note - says customers have taken a more conservative stance in the three weeks since Semicon West due to uncertainties about the global economy and weakness in end user demand. Stock at 13.39 after hours.



To: Sarmad Y. Hermiz who wrote (2331)8/13/2002 5:07:48 PM
From: Proud_Infidel  Read Replies (3) | Respond to of 25522
 
Misc CC Notes:

.15mu and below 82% of system orders

DRAM- 20% of system orders

26 orders over $10M

6 orders over $50M

3 orders over $100M

Backlog- $3.3B with $77M in cancellations

Stock Repurchase- $50M


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