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Politics : Formerly About Applied Materials
AMAT 267.90-0.6%3:59 PM EST

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To: Ian@SI who wrote (41536)1/16/2001 7:55:58 PM
From: 16yearcycle  Read Replies (2) of 70976
 
yes, I think you are right. Still, it's a huge sequential downturn and a down year. Goes to show you the street may have expected worse, which is frankly silly. They don't have much visibility and said so. The only thing they could have said worse would be to say they could run out of money in a week.(kidding) It would be fun to be a ceo of a sound tech company right now, if you had the board's total confidence. Just tell the street you expect to have a really tough quarter, down a lot, but still be profitable, and things should be better from there. And say that every quarter.
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