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madrose1

05/16/07 7:05 PM

#1496 RE: madrose1 #1473

AMAT 19-20.20- 19 beats by $0.06 of $0.34 per share, excluding charges and including stock based compensation expense, $0.06 better than the Reuters Estimates consensus of $0.28; revenues rose 12.5% year/year to $2.53 bln vs the $2.35 bln consensus. Co reports Q2 Gross Margin of 44.9%.

sees Q3 revs flat -2% to +2% sequentially; roughly $2.48-2.58 bln vs $2.43 bln Reuters consensus, $2.44 bln First Call consensus (19.78 -0.64) -Update :