Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

Feb 3 3:59 PM EST

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To: davesd who wrote (16935)	3/3/1998 2:00:00 PM
From: robbie	Read Replies (2) of 70976

Dave, I hope you do more digging for info in your investments than you show here. Actually CFO Earl Mason said something like that article reports, only he used the term "slightly tougher." Also indicated that they had it covered and gave no new (lower)guidance on earnings. Here's some more info for you. If you ever need me to dig up information for you I'll be glad to. Don't mind at all to do more than scratch the surface for knowledge of a company. Check this out: <<That sucking sound that retailers are hearing coming from Houston is not the sound of PC merchandise being soaked up by RadioShack, says Michael Larson, vice president of sales and marketing for Compaq's consumer division: It is the sound of market share being gobbled up as Compaq's consumer division has its biggest January ever. Retailers have been complaining for weeks about an inability to get sufficient Compaq PC inventory, and some were outraged at the signing of the exclusive deal with RadioShack in January, in the midst of the product shortfall. ... Compaq's units sales increased 90.7 percent in January, relative to January 1997, and revenue was up 27.4 percent, according to audited retail sales data from PC Data, Reston, Va. >> techweb.cmp.com

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