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

To: michael97123 who wrote (51620)9/6/2001 4:26:00 PM
From: Sun Tzu  Respond to of 70976
 
So basically they are in the same boat as most; the Q will be below the mid point of guidance but not below the low end. I'd say the possibility of a quick death in September is avoided for now. If in October companies start telling us how much September sales sucked and still see no reversal in sight, then get ready to deploy all cash at much lower prices.

thanks for the update,
ST


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