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Politics : Formerly About Applied Materials
AMAT 327.01+2.5%Jan 16 9:30 AM EST

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To: Sun Tzu who wrote (36553)8/10/2000 1:28:38 PM
From: Joseph Beltran  Read Replies (2) of 70976
 
My recollection is that they said 73-75 not including profits from 200 or 300 mm sales. Also, AMAT has always been conservative in their earnings outlook. Look at the recent quarter: they were guiding the street towards 65 and came in at 70.

regards
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