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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (10949)	11/13/1997 5:45:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Brian, They are not contradictory. A company may not immediately let the general public know if they have had push outs or cancellations, this is fairly common. Ususally companies will comment only if it becomes common knowledge via a press "scoop" that requires some acknowledgement or damage control by the company. You didn't finish the quote concerning controlled statements, it reads: Strategically speaking it is better to set "lowered/diminished" expectations during formally scheduled analyst meetings or press meetings once the situation has established a trend that is inevitable or based on "newsworthy" events to confirm a slow down or order push outs No company will blatantly release bad news without considering the consequences of possible damage to the company or business without establishing a plan to counter the effects of the bad news with some positive "spin" to offset the negative impact. Think about it, observe analyst meetings or released statements by any company. They are carefully thought out and discussed/strategized to create the desired "damage control" prior to any formal release. Just my opinion, BB