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Technology Stocks : Silicon Valley Group
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To: Yakov Lurye who wrote (1488)3/11/1998 8:51:00 PM
From: LLCF  Read Replies (1) of 2946
 
<The question arises, why did analysts ignore the reduced backlog and left the earnings estimates at the previous quarter levels (even slightly higher - 39c vs. 37c) My guess is that analysts would not do it unless somehow assured by management that progress is being made in securing some of the "lost" Asian orders. This agrees with the latest story about counting on Asian orders outside the backlog. IMO, a rather irresponsible approach on the part of the management.>

Papken ("Mr. T") said in the last conference call that although the stated backlog is down those worried about this don't understand the business... our customers are telling us they want the machines! Not an exact qoute but pretty damn close. It basically sounded to me the same as the line he's always touted... they can sell all they can produce. And he said the above to an analyst concerned about the backlog and future sales! "those worried about the backlog, they don't understand the business, our customers are telling us they want the machines".... get the freakin tape... I swear that was the jist of what he said.

Well Papken baby.... get your buy orders out for your stock you big fat slob! Cause you'll get all you want down here near book value now if you want it! Put you overvalued salary where you mouth is! And while your at it give AMAT a call... maybe they'll pay $23 and you can cash in those hard earned options you granted yourself!

Will someone please E-Mail this to Papken!

DAK
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