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

To: michael97123 who wrote (50300)8/8/2001 11:37:48 PM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
Mike, re >This assassination of the productivity/cisco/chip/nasdaq rally has come at the hands of analyst guesses at the future rather than hard facts.<

Some of those analysts are saying "We can't see the future because it's cloudy but we're sure it will be bad".

G.



To: michael97123 who wrote (50300)8/9/2001 10:13:36 AM
From: Ian@SI  Read Replies (1) | Respond to of 70976
 
Mike,

Until the comm'ns equipment sector fell off a cliff, Chambers had successfully guided the street to being a couple cents shy of actuals. He had been more successful than most companies in consistently beating estimates.

I wouldn't expect him to change his stripes and start openly communicating his actual degree of optimism to the street with absolute precision.

FWIW,
Ian


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