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

To: Proud_Infidel who wrote (7681)	10/22/2003 6:26:15 PM
From: rhering	Read Replies (4) \| Respond to of 25522

RE: KLAC Call, The call just ended. I think it was quite positive. Looks like they missed 2 shipments this quarter( I think because of some internal manufacturing issues) which accounted for 1% increase vs forecasted 5% for the quarter. Looking forward: in response to a question on 2004 it was stated that they were comfortable with some analyst predictions of 20% WFE growth for the industry. They also implied their product mix "in aggregate" would be more likely to be ordered later in a production ramp than other tool sets. Litho's first, then others, then theirs. This might bode well for Applied's next call, particularly given it include's October numbers. KLA believes their customers are waiting to make sure year-end business, and the follow-on is as good as people (and they) believe it will be before making capacity purchases. Looks like a ramp up in bookings in December or January would not be surprising. The after hours action makes me think this call is being misinterpreted. Regards, Roger