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Politics : Formerly About Applied Materials
AMAT 223.31-3.2%3:59 PM EST
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To: Michael Ohlendorf who wrote (28285)2/16/1999 7:34:00 PM
From: Math Junkie  Read Replies (1) of 70976
 
<<This is the ANALyst #, how often do you think they're right 1-2 years in advance." >>

Almost never. But consider this: today's report indicates the analysts' estimates are way too low, especially in regard to bookings, which are a forward looking indicator. Applied's bookings have already made up more than half of the difference between the low reported in August of 1998 and the all-time high reported in November of 1997.
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