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Strategies & Market Trends : Guidance and Visibility

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Jan 30 9:30 AM EST

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To: Dave Gore who wrote (60816)	7/17/2002 1:17:30 PM
From: DebtBomb	Read Replies (1) of 208838

AMAT Applied Materials cautious on next several qtrs (17.63 -0.77) We are hearing from Goldman Sachs that AMAT's CFO is incrementally more cautious on the next several qtrs; CFO has told the firm that Q3 will be "up a little bit at best" or even flat-to-down, whereas the Street consensus is for sales to rise 5%, and he indicated that Q4 visibility remains poor as well.

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