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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (3027)10/25/1997 1:56:00 AM
From: Cary Salsberg  Read Replies (1) | Respond to of 10921
 
Justa,

RE: "...one can gauge the semi equipment market at any time prior to the AMAT conference call by calling AMAT or other companies over the month to see if anything has changed."

I think the key word is "changed." AMAT has NOT provided any specific guidance for fiscal 98. Consequently, there is nothing to change! AMAT gives guidance for the full fiscal year in November and each subsequent Q CC refines the numbers. I listened carefully to the August CC and no specifics for 98 were given.

Cary



To: Justa Werkenstiff who wrote (3027)10/25/1997 7:29:00 AM
From: w0z  Read Replies (1) | Respond to of 10921
 
In reference to: (http://www.exchange2000.com/~wsapi/investor/s-5416/reply-3027)

Bagley's comments are probably about as close to guidance from AMAT as you will find prior to AMAT's CC since he was previously COO at AMAT and probably has very similar knowledge and connections to the industry as Morgan.


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