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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (52233)	5/8/2002 8:44:44 AM
From: Frederick Langford	Respond to of 208838

08:17 ET Applied Materials may issue cautious bookings guidance-- Lehman (AMAT) 22.32: -- Update -- Lehman expects AMAT's Q2 results (May 14) to be mixed with in-line to better than expected results but perhaps worse than expected bookings guidance. Boosted by increased bookings and quote activity as well as selected pull-ins, firm expects mgmt to remain cautiously optimistic and provide sequentially higher guidance for Q3, but remain conservative on bookings guidance due to potential for summer seasonality. Maintains Mkt Perform rating. Fred

To: 2MAR$ who wrote (52233)	5/8/2002 8:53:21 AM
From: SusieQ1065	Read Replies (1) \| Respond to of 208838

you are going to make home~run on EXPE..;-)