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

To: Lawrence T. Bovat who wrote (27663)1/12/1999 4:25:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
We should see upgrades tom. At a $1.19 run rate, we arrive at $4.76 with no sequential growth!!!!! I believe that the high estimates are below $4.76 right now. Start of a new boom?

BK




To: Lawrence T. Bovat who wrote (27663)1/12/1999 5:30:00 PM
From: Kevin Hay  Read Replies (1) | Respond to of 70976
 
re: <<Beat the forecast by .12 cents, and the whisper number by .09 cents. Should go well for Applied Materials.>>

** Capital spending for 1999 is expected to be approximately $3.0 billion,
down from $4.0 billion in 1998***
--------------------------------------------------------------------------

And how is a 33% decline in cap spending for 1999 going to help
amat?


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