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Agenda

This Webcast contains forward-looking statements, including those regarding Applied’s performance, acquisition of Varian, opportunities, economic and industry outlooks, market positions, tax rate, capital allocation principles, cost reduction activities, and Q1 and fiscal year 2012 business outlooks; customers’ investments; and all other statements that are not historical facts. These statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements,including: the level of demand for Applied’s products, which is subject to many factors, such as uncertain global economic and industry conditions, business and consumer spending, demand for electronic products and semiconductors, government renewable energy policies and incentives, and customers’ utilization rates and new technology and capacity requirements; variability of operating expenses and results among the company’s segments caused by differing conditions in the served markets; Applied’s ability to (i) develop, deliver and support a broad range of products, expand its markets and develop new markets, (ii) effectively integrate Varian’s operations, product lines, technology and employees and realize synergies, (iii) maintain effective cost controls and timely align its cost structure with business conditions, (iv) plan and manage itsresources and production capability, including its supply chain, (v) implement initiatives that enhance global operations and efficiencies, (vi) obtain and protect IP, (vii) attract, motivate and retain key employees, and (viii) accurately forecast future operating and financial results, whichdepends on multiple assumptions related to, without limitation, market conditions, customer requirements and business needs; and other risks described in Applied Materials’ SEC filings. All forward-looking statements are based on management’s estimates, projections andassumptions as of November 16, 2011, and Applied undertakes no obligation to update any forward-looking statements. This Webcast also contains non-GAAP financial measures. Reconciliations of the non-GAAP measures to GAAP measures are provided in today's earnings release and/or in the Earnings Call Highlights slides, available on the Investor Page at ww.appliedmaterials.com.

Q4 2011 Applied Materials Inc Earnings Conference Call

Nov 16, 2011 at 4:30 PM EST

Live Teleconference Information

Primary # -
Secondary # -
Passcode -
20667231

Replay Teleconference Information

Start Date -
Nov 16, 2011 at 7:30 PM EST
Primary # -
Secondary # -
Passcode -
20667231

Agenda

This Webcast contains forward-looking statements, including those regarding Applied’s performance, acquisition of Varian, opportunities, economic and industry outlooks, market positions, tax rate, capital allocation principles, cost reduction activities, and Q1 and fiscal year 2012 business outlooks; customers’ investments; and all other statements that are not historical facts. These statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements,including: the level of demand for Applied’s products, which is subject to many factors, such as uncertain global economic and industry conditions, business and consumer spending, demand for electronic products and semiconductors, government renewable energy policies and incentives, and customers’ utilization rates and new technology and capacity requirements; variability of operating expenses and results among the company’s segments caused by differing conditions in the served markets; Applied’s ability to (i) develop, deliver and support a broad range of products, expand its markets and develop new markets, (ii) effectively integrate Varian’s operations, product lines, technology and employees and realize synergies, (iii) maintain effective cost controls and timely align its cost structure with business conditions, (iv) plan and manage itsresources and production capability, including its supply chain, (v) implement initiatives that enhance global operations and efficiencies, (vi) obtain and protect IP, (vii) attract, motivate and retain key employees, and (viii) accurately forecast future operating and financial results, whichdepends on multiple assumptions related to, without limitation, market conditions, customer requirements and business needs; and other risks described in Applied Materials’ SEC filings. All forward-looking statements are based on management’s estimates, projections andassumptions as of November 16, 2011, and Applied undertakes no obligation to update any forward-looking statements. This Webcast also contains non-GAAP financial measures. Reconciliations of the non-GAAP measures to GAAP measures are provided in today's earnings release and/or in the Earnings Call Highlights slides, available on the Investor Page at ww.appliedmaterials.com.