Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.01

-1.2%

1:34 PM EST

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To: Big Bucks who wrote (24147)	9/11/1998 4:39:00 PM
From: Duker	Read Replies (1) of 70976

<<The only reason that INTC is showing profitability is cutbacks and depreciation of capital assets.>> I guess I'll call you on that. Please explain what you mean, because that is not the way I read it. Flat to slightly up revenues increasing to 8-10%+ revenue growth has nothing to do with cutbacks or "depreciation of capital assets." Moreover, the Gross Margin guidance includes some one time charges that will act to depress Gross Profits (some say by up to 200 bpts. ... which would be roughly $260mm in one time charges...definitely in the realm given the asset base). I am certainly not saying that everything is rosy, but you can not dismiss this as accounting gimmickry. --Duker

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