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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 3:59 PM EST
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To: Alok Sinha who wrote (28662)2/28/1999 1:38:00 PM
From: Proud_Infidel  Read Replies (3) of 70976
 
Re:Micron is a similar situation. Look at their recent earnings performance - crappy to say the least. Both are undoubtedly leaders in their segments, but

You're comparing AMAT, a leader in an oligopoly which produces enabling technology, to a commodity producer? Unfair and unrealistic IMO.

Re:). Predicting where revenues will be in 6 - 12 months is more or les a crapshoot in the tech arena, unless you are a MSFT, CSCO or maybe SUN

Could you enlighten us as to what the EPS for these will be? I could always use some easy money:-)


Re:. I wouldn't hold such fundamentally weak companies (EPS standpoint, not technologilly wise) if someone held a gun to my head

The reason why the stock has moved up is that people are expecting EPS at a run rate of $.50 per Q toward the end of '99
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