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

To: Proud_Infidel who wrote (11712)	10/13/2004 7:12:21 PM
From: Kirk ©	Read Replies (2) \| Respond to of 25522

I see LRCX made 42% more profits on basically similar revenue with 2,200 employees vs 2,900 for NVLS. NVLS expects revenue to decline about 25% for this current quarter while LRCX has the decline 11% down with bookings down roughly 5 to 15%. I can't see why the two don't swap places at the very least in price/share. finance.yahoo.com Next Quarter NVLS will make less than half what LRCX will make per share according to guidance I've read. 700 extra employees are a boat anchor in a slowdown...