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Politics : Formerly About Applied Materials

AMAT 231.37

+3.3%

2:42 PM EST

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To: Gottfried who wrote (25743)	10/26/1998 8:11:00 AM
From: blake_paterson	Read Replies (2) of 70976

Gottfried: Any chance you can post one of your EPS polls for this Q on your Geocities site? I just can't seem to buy into the "these charges were already expected and discounted into the price" argument. Me smells a rat in the recent upgrades... My recollection of the CC, which I reconfirmed when I reviewed BK's posted notes of the call, was for $0.02 - $0.05 BEFORE any charges. The was before any pre-pre-warnings... IF breakeven for this Q holds @ $600M despite the downsizing, then indeed we are due for ~ ($0.56), barring any beancounter wizardry and spin medicine. When I plug this number into my spreadsheet, it gets even more outlandish, regardless of whether I use $1.50 or $1.61 for the past 4 quarters. Best regards, BP

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