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


To: derek cao who wrote (14856)1/19/1998 4:57:00 PM
From: 16yearcycle  Read Replies (1) | Respond to of 70976
 
"Jacob, in cc, they claimed that they have zero visibility into the first quarter."

derek,

they never said that.

is that what you meant to write?Did you listen to the call?
How many times(6) did they say they were being conservative with a flat projection?How many times(3) did they infer a stronger 98?


gene