Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 341.36

+1.3%

Jan 29 3:59 PM EST

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To: BWAC who wrote (6716)	8/12/2003 5:40:35 PM
From: runes	Read Replies (1) of 25522

<< I expect clearer, less potentially number manipulative reporting from AMAT.>> I agree that there is more evasiveness then I normally would expect. Typically they should know what the coming quarter's revenue is going to be and where it is coming from. And yet they spent a lot of time talking about "big orders" "out there" that will determine if DRAM is at 40% or a more normal 20%. If I didn't know better I might suspect that "poor visibility" is still the order of the day ;-) FYI - AR's are down and backlog is down. Sounds to me like they may have pulled some orders into this quarter?

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