Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

1:34 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ramsey Su who wrote (20324)	6/13/1998 10:27:00 PM
From: Justa Werkenstiff	Read Replies (3) of 70976

I am anxiously waiting the earnings downgrades that bring the consensus to $0 for 1998 and 1999. With no earnings, one can argues that Yahoo multiples could be assigned to AMAT and then we should be over $100 in no time. Jim Morgan say we are trolling the bottom and gives a .20 - .23 earnings estimate for the quarter and Deahna multiplies it by a factor of four more or less to get his estimates for 1999(?). Hello? I am surprised that nobody seems to have picked up on the fact that Deahna thinks that 1999 will be worse than 1998 for AMAT. He sees 1998 at $1.24 and 1999 at $1.00 eps down from $1.85. Yes, I believe he may well be the first analyst to go one record that 1999 will be worse than 1998 for AMAT. Sure would like to hear his reasoning behind that idea.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next