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

To: Gottfried who wrote (14853)	1/19/1998 3:53:00 PM
From: 16yearcycle	Respond to of 70976

From nvls thread: My ramblings from cc More, Gross margin can approach goal of 56% by 1999. As said before, flat q1 projection, but they said umpteen times that this is conservative.But they need to set a budget. Pushouts from last week of dec already resolved. 3 congratulatory comments from the analysts. Absolutely NO cancellations. 300 mm pushed out to 99, like everyone knows. Varian acquisition going better than expected, but not additive for q. Europe is very strong. For year asia was 25%, but HIGHER in the 4 q. Cautiously optimistic in short run, very optimistic in long run. Banner year if not for asia. Capital expenditure announcements from intc, amd, mot are all greater than expected. Goal is 15% sales growth and they expect to achieve it, and exceed it if industry growth picks up. Gone over backlog with fine tooth comb, they believe it is firm.Have adjusted out uncertainties. Won't give asia breakdown by country 40% of backlog is asia and japan didn't buy back shares some cu shiped to manufacturing R&d as % of sales could go up Pricing pressures aren't much of a factor. Cap exp was 60 mill, guess 70 m this year dram bus is 30%

To: Gottfried who wrote (14853)	1/19/1998 4:38:00 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

NVLS does not warn of 2nd half 98 slowdown. That's the most important info today. Assuming they have visibility (that's a big assumption), it's very good news. If the KLAC news is as good tomorrow, we'll have a little un-sustainable rally, and maybe the support levels for semi-equip stocks will get a bit firmer. Traders should sell AMAT at 33, KLAC at 43, NVLS at 35; and wait for 26 (AMAT) and 34 (KLAC) and 28 (NVLS) to buy back. Investors should do nothing.