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


To: akidron who wrote (16897)3/2/1998 8:45:00 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
Re:but it's going to warn... It's just a feeling I get... they've set it up... first conf. call, then the rev warning,

1st: wouldn't they have done so in the last cc?

2nd: Are you discounting their backlog entirely? Remeber that they had $1.64B in there as of Jan 31st.

I must admit I am too concerned, but after thinking it over it's probably from spending too much time on this thread w/ the gloom & doomers<GGG>

BK