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

To: advocatedevil who wrote (59189)	1/22/2002 11:17:21 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Advocatedevil, are you going to short immediately on opening in the morning? :) Paul

To: advocatedevil who wrote (59189)	1/23/2002 12:42:56 AM
From: Sam Citron	Respond to of 70976

Without this bump [from reduction in management bonuses] the quarter [for NVLS] would have been about break-even, which is around $0.11 shy of consensus. I'm glad to see that the pain is being shared ratably. [I]t's not clear whether the analysts had already worked this event into their estimates, but it is something to consider. Should a reduction of bonuses be considered a non-recurring event? After all, a bonus can only be reduced so far before it can be cut no further. Then maybe we ought to call the quarter break-even. Sam