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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.74+1.0%Dec 3 3:59 PM EST

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To: Gottfried who wrote (3801)12/13/1997 2:20:00 PM
From: Proud_Infidel  Read Replies (1) of 10921
 
GM,

Hopefully, AMAT's 6 mo. backlog can provide a buffer and maybe prevent AMAT from falling short of eps in Q1. At this point I think the Street is expecting AMAT to preannounce. If they do though, they'll still take it one the chin even with the drop they've already suffered. I'm still hopeful they won't preannounce. Why, I haven't a clue....

Regards,

Brian
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