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

To: BWAC who wrote (6716)	8/12/2003 4:46:54 PM
From: Fred Levine	Respond to of 25522

My reading was that the quarter was a nothing. When I first bought AMAT some ten years ago and was asked why, my response was that this company was a "when" and not an "if". Based on Brian's posts, and the current report, the direction is certain; the timing is not clear. The question, obviously not trivial, is "when". The stock has appreciated nicely in the last 6 months. fred PS-- AMAT did nothing for over the first year of my holding it.

To: BWAC who wrote (6716)	8/12/2003 4:57:26 PM
From: Qualified Opinion	Respond to of 25522

Book-to-bill below 1 - eom

To: BWAC who wrote (6716)	8/12/2003 5:40:35 PM
From: runes	Read Replies (1) \| Respond to of 25522

<< I expect clearer, less potentially number manipulative reporting from AMAT.>> I agree that there is more evasiveness then I normally would expect. Typically they should know what the coming quarter's revenue is going to be and where it is coming from. And yet they spent a lot of time talking about "big orders" "out there" that will determine if DRAM is at 40% or a more normal 20%. If I didn't know better I might suspect that "poor visibility" is still the order of the day ;-) FYI - AR's are down and backlog is down. Sounds to me like they may have pulled some orders into this quarter?