Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

3:59 PM EST

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To: Proud_Infidel who wrote (34402)	2/24/2000 11:19:00 AM
From: Tony Viola	Read Replies (1) of 70976

Brian, Intel, in their conservativeness, said they'd be slightly down in the first quarter. From the earnings report: ** The company expects revenue for the first quarter of 2000 to be slightly down from fourth quarter revenue of $8.2 billion, due to seasonal factors. Some CC questioners after the 1Q results tried to talk them into UP, but Andy Bryant, CFO stood fast. Looks like they were being a little over-conservative. OTOH, they did underestimate demand for Coppermine PIIIs and have been busting it like mad trying to catch up. I guess they probably will. Tony

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