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

To: Ali Husain who wrote (15064)	1/26/1998 11:51:00 PM
From: Big Bucks	Respond to of 70976

Ali, Nothing posted yet on Briefing.com calendar. briefing.com BB

To: Ali Husain who wrote (15064)	1/27/1998 1:43:00 AM
From: TI2, TechInvestorToo	Read Replies (1) \| Respond to of 70976

<Can anyone post the exact date of the quarterly report from AMAT ?> Earnings Feb 11 after close according to SI Calendar on home page TI2

To: Ali Husain who wrote (15064)	1/27/1998 1:46:00 AM
From: TI2, TechInvestorToo	Respond to of 70976

FIRST CALL EARNINGS ESTIMATES AMAT Applied Materials, Inc. 01/19/98 Industry: Semiconductr SIC: 3559 Latest Price: $29.75 1998 P/E: 15.2 Analyst Recommendation: 2.0 QTR QTR FY FY Jan 98 Apr 98 Oct 98 Oct 99 --- --- -- -- CURRENT MEAN EPS 0.50 0.50 1.96 2.40 Number of Brokers 23 22 23 16 Median 0.51 0.50 1.90 2.43 Standard Deviation 0.02 0.03 0.15 0.19 Current High 0.52 0.55 2.20 2.80 Current Low 0.42 0.42 1.69 2.12 Year Ago EPS 0.24A 0.27A 1.39A 1.96 Current vs. Year Ago Change 108% 85% 41% 22% Report Date wk/Feb 11 wk/May 13 wk/Nov 20 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 0 1 0 0 Down Revisions last 30 days 1 2 2 0 First call EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.50 0.50 1.96 2.40 7-days ago Mean 0.50 0.50 1.96 2.42 30-days ago Mean 0.50 0.50 1.98 2.43 60-days ago Mean 0.48 0.51 2.13 2.47 90-days ago Mean 0.25 0.51 1.08 1.36 COMPARATIVE ESTIMATES AND TRENDS Industry - Semiconduct 30.99 29.97 125.61 153.33 Current vs. Year Ago Change 7% -5% 4% 22% Sector - TECHNOLOGY 10.39 9.07 40.53 50.44 Current vs. Year Ago Change 11% 9% 16% 24% WSJ/DJ US Index 11.14 10.83 46.38 55.68 Current vs. Year Ago Change 8% 9% 11% 20% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 15.4 18.88 20.69 18.75 PEG on 1998 Cal Yr Mean 0.62 0.95 1.16 1.51 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.0 Next 5 yrs - Median 25% Number of Brokers 22 Number of Brokers 7 Industry Recommendation: 2.1 Industry Growth Rate: 20% 7-days ago Mean 2.0 Next 5 yrs - High 25% 30-days ago Mean 2.0 Next 5 yrs - Low 15% 60-days ago Mean 1.6 Last 5 Years 64% 90-days ago Mean 1.6 Diff. from Industry +0.1 Rel. to Industry 1.3 Diff. from Sector +0.0 Rel. to Sector 1.4 Diff. from WSJ/DJ US +0.2 Rel. to WSJ/DJ US 2.0 Transmitted: 01/20/98 08:59 (E_AMAT)