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Politics : Formerly About Applied Materials
AMAT 294.18-7.7%12:03 PM EST

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To: Joseph J. Clark who wrote (24255)9/14/1998 5:03:00 PM
From: Jacob Snyder  Read Replies (1) of 70976
 
re: the comments by CFO Bronson :

It's meaningless, because no one has any visibility.

I said this for a long time, when I thought AMAT's management, and the analysts who follow their guidance, were being too optimistic. It's still true, now that they are being pessimistic. The truth is they just don't know.
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