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

To: Proud_Infidel who wrote (14317)	4/14/2005 10:39:07 AM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

Brian, not what I said at all...it was just that CEO speak "disguises" or downplays bad news to moderate investor expectations. You never hear a CEO say "sales projections for the next quarter and the rest of the year is very weak, or we don't have any firm orders pending."

To: Proud_Infidel who wrote (14317)	4/14/2005 1:13:37 PM
From: etchmeister	Read Replies (2) \| Respond to of 25522

I think it's just such fine line between being cautious and optimistic. It's similar to signing up for certain specs: on one hand you need to be conservative but at the same time aggressive in order not to loose business. Hill et al are not idiots because they know at the next CC or midquarter it will bite back. Same applies to customer relationship - the days of BS'ing your way out are over. Did you listen to the LRCX call (good old MF of BofA) was drilling down on options - he and Covello started the next (DRAM) leg down scenario. And both firms (GS & BofA) highly involved in oil speculation; some times I think their sole purpose is to divert money