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Strategies & Market Trends : Guidance and Visibility

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To: DebtBomb who wrote (10481)	8/12/2001 12:46:21 PM
From: keithcray	Read Replies (1) of 208838

AMAT's had two earnings previews within the last week---> How much worse can the actual report be than this?? "No recovery until 2nd Half of 2002" "Recovery not within limits of visibility" 10-Aug-01 13:02 ET AMAT Earnings Preview (OPENX) : Banc of America Sec. previews Applied Materials (AMAT -0.32) report on Tuesday; expects company to make firm's estimates of $1.2 bln and $0.02, with AMAT trimming numbers for Q4 and FY02... firm does not see recovery until 2H02... thinks AMAT still evaluating a major lay-off but has pushed decision into Sept-Oct. 07-Aug-01 09:22 ET Applied Materials (AMAT) 48.73: -- Update -- DB Alex. Brown says fundamentals weakened more than expected, and aggressive pull-in at end of quarter makes low end guidance likely; sees significant uncertainty in Q4 and beyond, and says recovery not within limits of visibility; advocates caution.

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