Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (14785)	1/18/1998 11:33:00 AM
From: Big Bucks	Read Replies (1) of 70976

BK, Your post makes perfect sense. I would think that AMAT management would want to slightly exceed the estimate of $.50 by +.02 just to exceed expectations and show a continued growth pattern going forward. Spreading out the backlog may occur naturally due to delays in outstanding orders, the key is NEW SALES numbers. The conference call will either establish continued upward growth momentum, or flat projections for the next 6 months. As long as there is nothing significantly negative in the conference call the stock should continue to gain strength and re-inforce to the fund managers that they need to maintain their investment in the stock. Just my opinion, BB

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