Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Proud_Infidel who wrote (14559)	1/13/1998 12:12:00 PM
From: Big Bucks	Respond to of 70976

Brian, Agreed, I added some additonal comments to my previous post to Gene, if you care to review it again. BB

To: Proud_Infidel who wrote (14559)	1/13/1998 12:20:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Brian, >With all of the data we currently have, do you see AMAT meeting their guidance of $2.08-$2.15 for this year? Mgt is still sticking to their forecasts. If we are to hear a warning regarding Q198, it should come in the next 2 weeks.< Consider it this way, $1.7B backlog will carry the company thru the 1st 6 months concerning profits, that means they need about $3B in new sales for the year to make this target. Seems achievable. Just my opinion, BB