Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 270.13

-1.8%

Dec 11 3:59 PM EST

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To: Math Junkie who wrote (22891)	8/12/1998 7:21:00 AM
From: P.M.Freedman	Read Replies (1) of 70976

On the conference call of the quarter before last cc, AMAT gave analysts a guidance of earnings between $0.15-$0.18 (average $0.165) and said the company would do a write-off. The street took $0.16 as the estimates and left more room to let AMAT to beat. I always believed the numbers have included the charge already. Most of people learned AMAT were for sure to beat their own number at least for one cents that made the prices went to the height it could reach technically. In last quarter the orders from Asia took 44% of the whole orders of AMAT, in which orders from Taiwan was 20%. This quarter the orders from Asia may see a big shrink since the stronger dollar problems.

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