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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST
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To: Katherine Derbyshire who wrote (42920)3/2/2001 1:09:31 AM
From: Jacob Snyder  Read Replies (1) of 70976
 
I think you can probably expect visibility for 2001 to improve by next December. By then, a few brave execs will be telling us in CCs what margins, inventory, and profits will be. Maybe not till the end of the month, though, and even then you have to watch out for them restating their 2001 numbers, well into 2003.
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