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Politics : Formerly About Applied Materials
AMAT 220.28-6.4%Nov 20 3:59 PM EST
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To: michael97123 who wrote (50300)8/9/2001 10:13:36 AM
From: Ian@SI  Read Replies (1) of 70976
 
Mike,

Until the comm'ns equipment sector fell off a cliff, Chambers had successfully guided the street to being a couple cents shy of actuals. He had been more successful than most companies in consistently beating estimates.

I wouldn't expect him to change his stripes and start openly communicating his actual degree of optimism to the street with absolute precision.

FWIW,
Ian
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