Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 324.82

+7.6%

10:04 AM EST

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To: William Griffin who wrote (30197)	5/16/1999 9:42:00 PM
From: Tony Viola	Read Replies (1) of 70976

William, What did we learn, if anything, from reaction to CSCO earnings. They beat by $.01 and stock price went up several points the next day. Cisco was a penny above, which they always manage to come in with. Something like 7 out of the last 9 quarters. What catapulted Cisco most was their revenues, which were +44% YOY and beat estimates pretty soundly. What'll it take for AMAT besides a few cents over consensus, because they don't have the by rote efficiency of Cisco? Significantly higher revenues YOY, or sequentially, or both? I'm thinking all of the above. Tony

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