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

To: Gottfried who wrote (25752)	10/26/1998 11:15:00 AM
From: Jeffrey D	Respond to of 70976

ASM trying to restructure their $65M note with AMAT. Jeff < -------------------------------------------------------------------------------- ASM INTERNATIONAL REFINANCING UPDATE -------------------------------------------------------------------------------- BILTHOVEN, The Netherlands, Oct. 26 /PRNewswire/ -- ASM International N.V. (Nasdaq: ASMIF; Amsterdam: ASMI) announces that it is in the final phase of negotiations with Applied Materials Inc. to restructure the $65 million subordinated convertible note which becomes due on November 2, 1998. Based on these negotiations, the Company is confident that the restructuring of the note can be successfully completed. >>

To: Gottfried who wrote (25752)	10/26/1998 12:37:00 PM
From: blake_paterson	Read Replies (1) \| Respond to of 70976

Gottfried/All: I confirmed all of the historical numbers w/ 10-Q's. No change. When I plug in ($0.56) for this Q (on the assumption that there is no upside surprise to this charge), this is what I get (@ $34/share): Calendar EPS Summaries Current Fiscal Year EPS Summaries 4Q Ago EPS: $0.47 Actual Est 3Q Ago EPS: $0.60 Q1 EPS: $0.60 Jan-98 2Q Ago EPS $0.37 Q2 EPS: $0.37 Apr-98 Last Q EPS: $0.13 Q3 EPS: $0.13 Jul-98 Present Q EPS* ($0.56) Q4 EPS: * ($0.56) Oct-98 * (estimated) "Running" EPS $0.81 YTY EPS Growth Rate -33% "Running" PE 42 Current FY EPS $0.54 YTY EPS Growth Rate 28% Current FY PE 63 Next FY EPS $0.69 Next FY PE 50 The numbers speak for themselves. Respectfully submitted, BP