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Politics : Formerly About Applied Materials

AMAT 322.62

+6.1%

3:59 PM EST

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To: advocatedevil who wrote (46784)	5/15/2001 9:00:03 PM
From: Demosthenes	Read Replies (3) of 70976

<<I believe it's fair to say this evening's comments about next quarter are indeed a warning.>> Call it what you wish. In my opinion, a warning can't be issued unless in contradicts a companies own guidance. AMAT just today gave guidance for the current quarter. If AMAT knows it will have moderate to significant losses at the end of this quarter then a warning would be appropriate at that time. What we have are ignorant analysts, but it would be difficult to frame this opinion during a CC. It's much easier to just give your own guidance. So did they. And this is a good thing for those long AMAT. Now that expectations are lowered, anal-cysts will now lower estimates per AMAT's guidance. When earnings are announced next Q and AMAT surprises, even by a little, and BTB is close to or over 1.0, the stock will rally and we will all know the next up cycle has begun. That's 90 days away. Mark your calender. D

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