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Politics : Formerly About Applied Materials
AMAT 322.34+1.1%Jan 23 9:30 AM EST
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To: Gottfried who wrote (10938)11/13/1997 1:31:00 PM
From: Big Bucks  Read Replies (2) of 70976
 
Gottfried,
I believe LAM (LRCX) was tenative about growth in
fall/winter 1997 and 1st 1/2 of 98. Remember it is
in the best interest of companies not to release
"bad/down expectations" information immediately,
to do so would invite immediate sell-off and
scare off investors. Strategically speaking it
is better to set "lowered/diminished" expectations
during formally scheduled analyst meetings or
press meetings once the situation has established
a trend that is inevitable or based on "newsworthy"
events to confirm a slow down or order push outs/
cancellations. It would be "suicidal" to announce
future bad expectations prior to the announcement
of a great years'/quarters earnings results. Sometimes
you need to "read between the lines" to extract the
true meaning from what is being publicly proclaimed.
Subleties of tone or "nebulus" wording can speak volumes
if you know how to intrepret the true meaning that is
woven into the fabric of the wording.
I state again, economies/currencies are in turmoil
and investors/companies retreat to safe harbors in
troubled waters/times so as to not get sunk! You don't
hoist full sails when in the middle of a hurricane, to
do so would invite disaster.

Several chip companies have given a "diminished" earnings
outlook for next year, this is just the beginning, IMHO.
It will eventually impact the semi-equip mfg's.

We will have to wait for the conference call to give us
a hint of future short/mid term expectations for the
next 6-12 months.

Just my opinion,

BB
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