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

To: Gottfried who wrote (3801)12/13/1997 2:20:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 10921
 
GM,

Hopefully, AMAT's 6 mo. backlog can provide a buffer and maybe prevent AMAT from falling short of eps in Q1. At this point I think the Street is expecting AMAT to preannounce. If they do though, they'll still take it one the chin even with the drop they've already suffered. I'm still hopeful they won't preannounce. Why, I haven't a clue....

Regards,

Brian



To: Gottfried who wrote (3801)12/13/1997 10:30:00 PM
From: Dragon 1  Respond to of 10921
 
Hasn't AMAT had earnings warning yet? Thanks.



To: Gottfried who wrote (3801)12/14/1997 9:08:00 PM
From: LLCF  Read Replies (1) | Respond to of 10921
 
< I think Carl is an honest and astute observer of the semi
equipment scene. Even he admits in yesterday's letter that he has
been blind-sided by optimistic company and analyst projections.
Carl is waiting for an AMAT warning.>

And yet he was very cautious at the top to Carl's credit... and many people were poking fun.

DAK


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