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

To: Toby who wrote (18921)	4/21/1998 9:21:00 AM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

Some new numbers.... AMAT: DEUTSCHE MORGAN decreased estimate for fiscal year ending 10/99 from $2.00 to $1.85 on 04/15/98 AMAT: DEUTSCHE MORGAN decreased estimate for long term EPS growth from 21.50% to 21.00% per year on 04/15/98 AMAT: DEUTSCHE MORGAN decreased estimate for quarter ending 04/98 from $0.38 to $0.36 on 04/15/98 AMAT: DEUTSCHE MORGAN decreased estimate for quarter ending 04/99 from $0.49 to $0.41 on 04/15/98 AMAT: DEUTSCHE MORGAN decreased estimate for quarter ending 07/99 from $0.58 to $0.52 on 04/15/98 AMAT: DEUTSCHE MORGAN decreased estimate for quarter ending 10/99 from $0.66 to $0.60 on 04/15/98 AMAT: SOUNDVIEW FINL decreased estimate for fiscal year ending 10/98 from $1.69 to $1.33 on 04/03/98 AMAT: SOUNDVIEW FINL decreased estimate for fiscal year ending 10/99 from $2.21 to $1.66 on 04/03/98 AMAT: SOUNDVIEW FINL decreased estimate for quarter ending 07/98 from $0.43 to $0.22 on 04/03/98 AMAT: SOUNDVIEW FINL decreased estimate for quarter ending 10/98 from $0.43 to $0.24 on 04/03/98

To: Toby who wrote (18921)	4/21/1998 4:29:00 PM
From: The Vinman	Read Replies (1) \| Respond to of 70976

<<Novellus......great quarter>> Novellus didn't post a great quarter. The estimates have been reduced so low for all of the Semi Equipment companies its almost impossible not to make the earnings, and many beat it by a cent. Novellus also said they were cautious about the future, which doesn't sound to optimistic to me. At least one analyst lowered estimates for coming quarters, stating that next Q could be 10% lower than last year in rev's. He basically stated that there would not be a turn around in the industry this year. Vinman