Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Proud_Infidel who wrote (1563)	7/17/2002 1:57:22 PM
From: Gottfried	Read Replies (1) of 25522

Brian, I sent e-mail to IR as follows... "I just found this bit of information from briefing.com 9:57 am PT Applied Materials cautious on next several qtrs (AMAT) 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. This info went to Goldman Sachs, then briefing.com and I saw it on Yahoo. I request that Applied Materials either issue a press release when material information like this becomes available or make it available to share holders by e-mail. The existing way material information is disseminated is unacceptable to me. Gottfried Mauersberger"

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