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

To: Math Junkie who wrote (46770)5/15/2001 5:23:25 PM
From: Math Junkie  Respond to of 70976
 
A few minutes ago CNBC said that AMAT's backlog was down, and that this was good because it means that excess inventory is getting used up. Incredible.

(For lurkers, "backlog" means customer orders yet to be filled, not inventory.)



To: Math Junkie who wrote (46770)5/15/2001 5:30:30 PM
From: Demosthenes  Read Replies (3) | Respond to of 70976
 
<<AMAT is warning that next Q will be about break-even.>>

It's a bit early to issue a warning. Don't you think it would be more objective to say that AMAT "expects" to break even next Q?

Your bias is apparent.

D


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