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 220.28

-6.4%

Nov 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ian@SI who wrote (26560)	11/20/1998 6:14:00 AM
From: Justa Werkenstiff	Read Replies (2) of 70976

Ian: Re: "Very nice! And if I remember the conference call correctly, at least one analyst suspects that because AMAT was in its quiet period, it wouldn't have reported its Bookings/billings in time to get included in the preliminary numbers. Morgan didn't have an answer, but if the analyst is correct, we could see a sizeable jump with the revised figures next month." One of the more interesting things of that cc was that question/statement by that analyst. In asking this question, he asked -- I believe -- if AMAT had neglected to report its BTB numbers like it had before last month's BTB release so that people should not get upset by a BTB that did not correspond to guidance. In other words, there seems to be the possibility that last month's numbers were inaccurate due to failure to report by AMAT.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next