SI
SI
discoversearch

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.
Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?


To: Teri Skogerboe who wrote (34304)2/10/1998 8:38:00 PM
From: pat mudge  Read Replies (1) | Respond to of 61433
 
I have several different numbers at different places in my notes.

The number in question reads "$1.92B," so I must have transposed the numbers. I apologize. Under the discussion of re-set expectations, I have "negative BtoB near term, increasing upward as year progresses." And later in the Q&A, someone asked if book to bill would be above parity by end of year. The answer: "With new products could be above 1 to 1, orders around a billion at that point.. . . will have better feel after Japanese make decisions."

I apologize for the error.

I do think the guidance was cautious with more room on the upside over the next few months than downside, provided, of course, the global situation doesn't worsen.

The word "encouraging" was not mine --- that's a direct quote. As I said earlier, I don't own or follow AMAT and only listened to cc for overall feel of tech market.

Regards,

Pat