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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (110213)	5/10/2000 5:14:00 PM
From: tejek	Read Replies (1) \| Respond to of 1583682

Ted re <<AMAT did not even meet the consensus eps....they were $.02 short..>> Where do you get that? AMAT came in at $.53 EPS excluding one time charges...consensus was $.55. For the past year AMAT typically beats consensus by $.05 or more. That coupled with slowing REV growth YOY is why there is disappointment. ted ted

To: Mani1 who wrote (110213)	5/10/2000 5:19:00 PM
From: tejek	Respond to of 1583682

AMAT met concenses and more importantly reported a monster order backlog. EPS numbers should be revised upward tomorrow perhaps followed by an upgrade or two. I would not be surprised if SOX rallied tomorrow. Mani The only way AMAT met consensus was thru the help of one time charges; they let INTC squeak thru on that one but I bet they won't let AMAT get away with it. And while I hope you are right, I really don't think the SOXX will rally tomorrow.....I think the sh*t is going to hit the fan. Re <<...I may sell all in premarket!!>> Don't follow the herd :) I may have to if I want to eat. ;~)) ted