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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: John O'Neill who wrote (31796)8/10/1999 1:01:00 AM
From: P.M.Freedman  Read Replies (1) | Respond to of 70976
 
Yes, someone even believes a good earning may be as high as $0.65. It's $0.10 higher than what I am expecting. Any numbers above $0.60 will lift at least $10 for this stock.



To: John O'Neill who wrote (31796)8/10/1999 5:17:00 AM
From: Duker  Respond to of 70976
 
I thought Jay Deahna (sp?) was the Morgan Stanley semicap analyst.

--Duker



To: John O'Neill who wrote (31796)8/10/1999 9:52:00 AM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
John,

Actually if AMAT earns only .53 they will be falling short of their high-range guidance of .54. I find it amazing that these guys come out with this, especially after Lam, the so-called "also-ran, came out and trounced their expectations by 113%. Looking for .62 myself. Hopefully we'll even beat this.

BK


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