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

To: Joe Sabatini who wrote (18723)	4/10/1998 10:33:00 PM
From: Dr. Bob	Read Replies (1) \| Respond to of 70976

Is this the news you all were hearing rumors about, or is this old news, since AMAT had previously said they'd shut down for a few days here and there? Message 4029696

To: Joe Sabatini who wrote (18723)	4/11/1998 9:44:00 PM
From: Teri Skogerboe	Respond to of 70976

Joe, First Call (the latest one) is below. I agree with you that Intel's report will be important, of course. I continue to be fairly bearish on the semi-equips for the near-term and basically agree with Aki's comments, despite the small slip-up on Fred's name -g-. My guess is that $1.50 will be lowered. FIRST CALL EARNINGS ESTIMATES AMAT Applied Materials, Inc. 04/06/98 Industry: Semiconductr SIC: 3559 Latest Price: $36.56 1998 P/E: 24.4 Analyst Recommendation: 1.9 QTR QTR FY FY Apr 98 Jul 98 Oct 98 Oct 99 --- --- -- -- CURRENT MEAN EPS 0.37 0.30 1.50 1.90 Number of Brokers 22 21 22 21 Median 0.37 0.31 1.50 1.95 Standard Deviation 0.02 0.05 0.10 0.18 Current High 0.40 0.41 1.75 2.35 Current Low 0.34 0.14 1.20 1.46 Year Ago EPS 0.27A 0.39A 1.39A 1.50 Current vs. Year Ago Change 37% -23% 8% 27% Report Date wk/May 13 wk/Aug 12 wk/Nov 20 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 1 Down Revisions last 7 days 1 1 1 1 Down Revisions last 30 days 1 2 3 3 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.37 0.30 1.50 1.90 7-days ago Mean 0.37 0.31 1.52 1.92 30-days ago Mean 0.37 0.32 1.53 1.92 60-days ago Mean 0.49 0.47 1.94 2.37 90-days ago Mean 0.50 0.49 1.98 2.42 COMPARATIVE ESTIMATES AND TRENDS Industry - Semiconduct 21.99 22.26 101.46 131.40 Current vs. Year Ago Change -30% -27% -16% 30% Sector - TECHNOLOGY 7.62 9.13 37.20 47.35 Current vs. Year Ago Change -8% 2% 8% 27% WSJ/DJ US Index 10.08 11.44 44.63 51.84 Current vs. Year Ago Change 1% 7% 7% 16% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 27.3 25.80 26.83 22.65 PEG on 1998 Cal Yr Mean 1.09 1.30 1.51 1.81 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 1.9 Next 5 yrs - Median 25% Number of Brokers 22 Number of Brokers 8 Industry Recommendation: 2.1 Industry Growth Rate: 20% 7-days ago Mean 1.9 Next 5 yrs - High 27% 30-days ago Mean 1.9 Next 5 yrs - Low 15% 60-days ago Mean 2.0 Last 5 Years 40% 90-days ago Mean 2.0 Diff. from Industry +0.2 Rel. to Industry 1.3 Diff. from Sector +0.2 Rel. to Sector 1.4 Diff. from WSJ/DJ US +0.3 Rel. to WSJ/DJ US 2.0 Transmitted: 04/07/98 08:23 (E_AMAT) -------