Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: Jeffrey D who wrote (5865)	3/18/2003 11:30:09 AM
From: Mark Marcellus	Read Replies (1) of 25522

What do you think he means that "the business environment will be different?" What does he see as the "next reality?" Asked and answered on yesterday's call (about 32 minutes in). appliedmaterials.com I recommend listening to the whole call, if only to see how pathetic many of the analysts following this company are. <paraphrase>"Please tell me how much you're going to make next year so I don't have to figure it out myself? Pretty please?"</paraphrase> From the description of the charge that was given to the restructuring team, it sounds like nothing is off limits.

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