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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (2360)8/13/2002 8:11:09 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 25522
 
<<Could it be that part of backlog is scheduled to be shipped at the customer's discretion, later?>>

I suppose it is possible, but shipments are increasing as well. During the conference call, AMAT opined that next quarter revenue would be flat to up, while booking could be 5 to 15 percent down.

Thanks for the excerpts from the Barron's article.

Don



To: Gottfried who wrote (2360)8/14/2002 9:28:43 AM
From: AugustWest  Respond to of 25522
 
LOL
A win-win situation.
Buy buy buy, buy on margin, buy on cash advances.
Just buy though because this is a win win situation!

<<If the economy does improve,......>

<<But even if the economy doesn't snap back right away....>

<<Lehman Brothers analyst Edward White expects semiconductor equipment spending to rise 27% in 2003, >>

Honest question:
Does anyone know what he was expecting for 2001 and 2002?


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