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

To: Lone Star who wrote (34637)3/24/2000 3:44:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Lone Star, if the accounting rule were implemented it would affect the first quarter, reducing realized revenue for that quarter. I think. That might be taken the wrong way by some investors. Lots of ifs.

Gottfried



To: Lone Star who wrote (34637)3/26/2000 4:31:00 AM
From: FLSTF97  Respond to of 70976
 
I think the most likely outcome from such a change is that the customer will either need to accept before shipment or the acceptance period will shorten.

In actuality such a rule probably hurts the smaller firms without deep pockets far more than one like AMAT. At a minimum the smaller firms will likely see more volatility in earnings.

FATBOY


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