Free Affidavit in Support of Motion - District Court of California - California

Case 5:07-cv-05248-JW

Document 111-2

Filed 02/11/2008

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DECLARATION OF KENNETH A. KUWAYTI IN SUPPORT OF AMEC INC.'S AND AMEC CHINA'S MOTIONS TO DISMISS APPLIED'S FAC CASE NO. C07 05248 JW (PVT) pa-1229404

EXHIBIT A

Case 5:07-cv-05248-JW

Document 111-2

Filed 02/11/2008

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Applied Materials Factsheet
Fourth Quarter Fiscal 2007
Corporate Profile
Applied Materials (Nasdaq: AMAT) is the global leader in Nanomanufacturing TechnologyTM solutions with a broad portfolio of innovative equipment, service and software products for the fabrication of semiconductor chips, flat panels, solar photovoltaic cells, flexible electronics and energy efficient glass. At Applied Materials, we apply nanomanufacturing technology to improve the way people live. Founded in 1967, Applied Materials creates and commercializes the nanomanufacturing technology that helps produce virtually every semiconductor chip and flat panel display in the world. The company recently entered the market for equipment to produce solar arrays and energy efficient glass. Applied Materials service products improve yield enhancement and increase nanomanufacturing productivity. To support our customers, Applied Materials employs approximately 14,500 people throughout the world. In fiscal year 2007, Applied Materials recorded revenues of approximately U.S. $9.73 billion.

About
Nasdaq Market Symbol: AMAT Shares Outstanding: 1.39 Billion Shares Avg. Daily Trading Volume: 20.78 Million Shares Market Capitalization: $26.13 Billion Primary Business: Manufactures, sells and services equipment to fabricate semiconductor chips, flat panel displays and solar photovoltaic panels

Milestones
1967 Applied Materials, Inc. established 1971 Applied Materials Europe (AME) established 1972 Applied Materials' first public stock offering 1977 James C. Morgan named Chief Executive Officer 1979 Applied Materials Japan (AMJ) established 1984 Applied Materials opens its office in Beijing, PRC. 1989 Applied Materials Taiwan (AMT) established 1991 Applied Materials South East Asia (AMSEA) established in Singapore 1992 Applied Materials becomes world's largest semiconductor equipment manufacturer 1993 Applied Materials Korea (AMK) established 1997 Applied Materials acquires Opal Inc. and Orbot Instruments, Ltd. 1998 Applied Materials acquires Consilium, Inc. 2000 Applied Materials launches industry's largest 300mm product portfolio Applied Materials opens offices in Malaysia 2001 Applied Materials opens new Shanghai, PRC office 2002 Applied Materials unveils the Maydan Technology Center 2003 Mike Splinter named President and Chief Executive Officer 2004 Applied Materials acquires Metron Technology 2005 Applied Materials declares its first quarterly cash dividend 2006 Applied Materials acquires Applied Films Corporation Applied Materials to enter the solar photovoltaic equipment market 2007 Applied Materials acquires Brooks Software Applied Materials acquires HCT Shaping Systems

Company Executives
James C. Morgan Chairman of the Board of Directors Michael R. Splinter President, Chief Executive Officer George S. Davis Senior Vice President, Chief Financial Officer

Information
Investor Relations [email protected] 408.748.5227 Corporate Media Relations [email protected] 408.563.5300 Product Media Relations 408.563.6209 Web Site: http://www.appliedmaterials.com

Case 5:07-cv-05248-JW

Document 111-2

Filed 02/11/2008

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Applied Materials Factsheet
Fourth Quarter Fiscal 2007
Consolidated Financial Statement ($ Millions)
Income Statement Net Sales Gross Margin % RD&E % SG&A %
Balance Sheet
1,000

Q4FY07
2004 2003 $4,477.3 35.8 20.6 14.0
2,000 3,000

2007* $9,734.9 46.1 11.7 9.8

2006 $9,167.0 46.8 12.6 9.9

2005 $6,991.8 44.1 13.5 10.0

($ MILLIONS)

NET SALES

$8,013.1 46.2 12.4 9.4

2,529.6 2,277.3

2,561.0 2,367.0

Cash, Cash Equivalents & Investments Accounts Receivable Inventories Total Assets Total Current Liabilities Total Stockholders Equity
*

$3,732.0 $2,049.4 $1,313.2 $10,654.1 $2,373.4 $7,821.4

$3,212.2

$5,985.2

$6,578.0

$5,493.2
0

$2,026.2 $1,615.5 $1,670.2 $912.9 $1,406.8 $1,034.1 $1,139.4 $950.7 $9,480.8 $11,269.2 $12,093.4 $10,311.6 $2,436.0 $1,765.4 $2,288.0 $1,640.9 $6,651.4 $8,928.5 $9,262.0 $8,068.0

Q1'07

Q2'07

Q3'07

Q4'07

OPERATING INCOME

800

671.9
600

Fiscal year end: Last Sunday in October
400

549.5

589.0

561.1

Net Sales by Segment
Display
Adjacent Technologies

200

0

$62M

Q1'07
NET INCOME
600

Q2'07

Q3'07

Q4'07

$222M
Fab Solutions

$572M

$1.51B
Silicon

500

473.5 403.5 411.4 421.8

400 300

Q4'07 Total Net Sales: $2.37 Billion

200 100

Geographic Orders
Europe 10% N. America 13% Taiwan 27%

0

Q1'07
RD&E

Q2'07

Q3'07

Q4'07

400 287.6 291.0 292.6

300

270.9

Korea 14% Japan 18%

200

100

Q4'07 Total New Orders: $2.21 Billion

SE Asia & China 18%

0 Q1'07 Q2'07 Q3'07 Q4'07

Past performance does not guarantee future results. ©2007 Applied Materials and Applied Materials logo are registered trademarks of Applied Materials, Inc. Printed in USA. November 2007