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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%Nov 26 3:59 PM EST

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To: Big Bucks who wrote (14558)1/13/1998 12:10:00 PM
From: Proud_Infidel  Read Replies (3) of 70976
 
If Taiwan, Japan and Europe announce total of 10+ new fabs started
this year, but I don't see this happening short term


BB,

With all of the data we currently have, do you see AMAT meeting their guidance of $2.08-$2.15 for this year? Mgt is still sticking to their forecasts. If we are to hear a warning regarding Q198, it should come in the next 2 weeks.

Regards,

Brian
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