Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

3:59 PM EST

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To: akidron who wrote (17764)	3/16/1998 10:17:00 PM
From: Ian@SI	Read Replies (2) of 70976

Aki, Give us a break... 1 of AMAT's large orders in any particular quarter is more than MTSN's Annual revenues from all customers. I wouldn't look at a MTSN warning as being the end of the world. (even though I personally hold more shares of MTSN than any other Equipment stock) Every quarter, 1/3 of the companies warn, 2/3 of the companies meet or beat estimates. Why should this quarter be any different? Yes, their austerity measures are a big deal for the MTSN folk, but that's a far cry from the whole industry being devastated. We've already heard the leaders declare that the next 3-4 quarters will be slow. Do you have anything factual to add? Ian.

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