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

To: advocatedevil who wrote (45179)4/6/2001 10:32:29 AM
From: Fred Levine  Read Replies (1) | Respond to of 70976
 
<<Due to weakness in chip industry spending, particularly in Japan and Taiwan (40% of AMAT’s business in FY00), we think there is potential earnings risk to the downside.>>

Huh-- That hardly sounds like an endorsement as a Strong Buy!

Also, it seems clear that analysts, as most of us, are a trailing indicator.

fred


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