Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 260.25

+2.2%

11:00 AM EST

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To: Jerry Olson who wrote (18540)	4/4/1998 1:06:00 PM
From: Big Bucks	Read Replies (3) of 70976

OJ, Seems like I recall that the last couple of times that AMAT announced layoffs/cutbacks due to weakening business dynamics that the price of the stock WENT UP for a while. This because it was reasoned that management was taking active measures to control costs/expenses to insure profitability. May see the same thing again this time. It is an easy way to do "damage control" and offset bad news of order cancellations/delays, it may yield a neutralization effect or at least diminish the impact of a negative pre-announcement, for a month or so. If this scenario occurs then the forthcoming bottom should push out to June/July/Aug and possibly thru Q4. Just my opinion, BB

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