Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 270.13

-1.8%

3:59 PM EST

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To: 16yearcycle who wrote (14857)	1/19/1998 5:12:00 PM
From: derek cao	Read Replies (1) of 70976

gene, I just listen to it for one time only. In the part to answer the question about detail forcast of 1998 growth, nvls claimed that zero visibility into first quarter. And then repeated it by saying NOBODY know the extent of asian flu and they will change their plan on a daily basis JUST LIKE EVERYONE ELSE. But they PLAN on 15% growth for now. On the positive side, they had a strong booking into the first quarter. Maybe I missed something. Please correct me if you feel I got it wrong. derek

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