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


To: Debt Free who wrote (36552)8/10/2000 1:22:26 PM
From: Sun Tzu  Read Replies (1) | Respond to of 70976
 
They guided next quarter's estimates down. The current estimate was 75 and they talked it down to 73-75. What someone should have asked them was that if everything was as great as they said, why aren't they guiding it up to 80+. The only acceptable explanation for lowering the EPS was if they intend to spend more money on R&D, but my guess is that they are capacity limited or have some process problems.

ST