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


To: Gottfried who wrote (39944)11/24/2000 11:03:25 AM
From: Greg Butcher  Read Replies (1) | Respond to of 70976
 
Gottfried, whats going on with WMAR? Think its time to get more? Looks like a buy to me.



To: Gottfried who wrote (39944)11/24/2000 8:10:10 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
 
re: Flat sales and earnings need not predict btb:

With the increasing cost of fabs, we are going to see more "lumpiness" in the order stream (and quarter-to-quarter sales stream also).

On the other hand, Applied's increasing "service" business will smooth out the earnings stream.