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

To: Jacob Snyder who wrote (25219)	10/12/1998 4:20:00 PM
From: Justa Werkenstiff	Read Replies (3) \| Respond to of 70976

Jacob: You may want to listen to the NVLS cc before assuming that all is bad with the company. Revenues slated to be flat with some expense benefit to be realized in 4th QTR. She will pull home over .22 in 4th QTR IMO. Upgrade time. BTB slated to be over 1:1 in fourth quarter. Management cautiously optimistic; sales force very optimistic. Copper doing very, very well. Plan to ship quite a bit in the 4th QTR. R & D is not being cut at all as a percentage of sales. It is up. Pricing has held. Appear to be ahead of AMAT as they claim to be the only ones shipping copper to a paying customer. Minimal to no cancelations in quarter. Some push-outs to 4th QTR. Here is the news: we are on the horizon of technology buys in the industry IMO. Estimates have not accounted for these technology buys. Looks like the money shaken from the market has found a new home. Glad I found that home before the market did.