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


To: 16yearcycle who wrote (14857)1/19/1998 5:12:00 PM
From: derek cao  Read Replies (1) | Respond to of 70976
 
gene, I just listen to it for one time only. In the part to answer the question about detail forcast of 1998 growth, nvls claimed that zero visibility into first quarter. And then repeated it by saying NOBODY know the extent of asian flu and they will change their plan on a daily basis JUST LIKE EVERYONE ELSE. But they PLAN on 15% growth for now. On the positive side, they had a strong booking into the first quarter.

Maybe I missed something. Please correct me if you feel I got it wrong.

derek