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

To: John Sikora who wrote (28299)	2/16/1999 9:22:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Misc CC Notes: * "orders outpacing all prior projections" * "Order outlook favorable in all geographic areas" * R&D Spending in Q1- 19% of revs * Debt/capital ratio of 16.2% * talked of the AMAT/LU/ASMLF consortium to develop SCALPEL tools for sub .10 mu * 64MB DRAM pricing now over $10 * .25 mu products now majority of systems shipped * .18 mu- 27% of revs * DRAM now 37% of revs(parenthetical note added by myself- up from low 20's in mid '98) * 21 customers with orders of 10M+ * 5 with 50M+ * 1 with 100M+ * DSL- 97 days * No stock repurchases for Q1 **Outlook** * Volatile uptick in last several weeks * Only 5 new 200mm fabs planned- may be a capacity squeeze b/c of this * DRAM bit growth in the 75% range * "AMAT recovering quicker than anticipated" * Orders for Q2 expected to grow sequentially * Revs for Q2 expected to come in at 925M-1B * GM's expected in the mid 40's * EPS of .22-.25 **Quotes from James Morgan** * "tremendously pleased with results" * "If you aren't ready today, you missed the window" From the Q&A Session * Total Y2K expenditures, to be spread out over FY99: 30-50M