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

To: Tony Viola who wrote (45513)4/17/2001 11:49:02 PM
From: Gottfried  Respond to of 70976
 
Tony, by Friday or Monday we'll get another [probably lower] semi equipment orders/btb release - the number for March. The semi equips may shrug it off - or not.

Gottfried



To: Tony Viola who wrote (45513)4/18/2001 1:28:37 AM
From: Jerome  Respond to of 70976
 
Tony, it was the analysts that insisted that this number was not realistic. Historically, I place more confidence in what a company says that what analysts predict. When is the last time you heard of an analyst being sued for a bad prediction?. But in the Old Testament analysts made predictions infrequently and carefully. I think that we all miss the good ol' days.

Jerome



To: Tony Viola who wrote (45513)4/18/2001 1:30:45 AM
From: XBrit  Read Replies (2) | Respond to of 70976
 
"Amazing how that one item, Intel's Capex budget for this year, seems to hold up the entire semi equip sector".

Equally amazing that a single remark from Intel's CFO that things "may" stabilize in the 2nd Q can cause instant melt up of every stock exchange in the world.

Especially given Intel's past history of maximal positive spin on every aspect of their business.


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