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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 242.41+5.0%Nov 25 3:59 PM EST

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To: Bookdon who wrote (10102)6/4/2004 10:29:51 AM
From: Fred Levine  Read Replies (1) of 25522
 
Bookdon-- Your caveat abt. the unreliability of sales forecasts is well taken. However, as an investor, I would prefer getting the best forecast available AND the caveat abt. " granularity" that you articulated.

I prefer to have more, rather than less, transparency. I also would find the warning valuable.

fred
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