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

To: Ian@SI who wrote (18922)	5/16/2006 11:46:08 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

Ian, thanks for the transcript. Splinter needs to stop saying "well" at the beginning of almost every reply. He also should have explained the industry is not nearly as cyclical as it used to be, when Susie gave him that opening.

To: Ian@SI who wrote (18922)	5/16/2006 11:46:19 PM
From: Cary Salsberg	Read Replies (5) \| Respond to of 25522

RE: "Investors seem to be concerned about an order slow down. Five percent to 10 percent might sound good but not as good as what you just came off of. What are your thoughts on that?" Well, collective dumb fcks, the street, 5 to 10% growth is better after 22% growth in the previous quarter than it would be after, say, 5% growth in the previous quarter. I know 5 to 10% is greater than 5% and less than 22%, and you are taught to look for increasing growth rates, but, if you weren't such dumb fcks, you would be able to compound 22% and 5 to 10% an see that the 2 quarter growth rate is much greater than 5% followed by 5 to 10%.