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

To: Gottfried who wrote (17092)	3/4/1998 11:06:00 PM
From: jtechkid	Respond to of 70976

post or pre split-big deal -everybody knows my point!!! the key look at the facts -texas instruments-robertson stephens-says after talking with management they found out january was alright and february was not good at all-reduce eps=20cent for the year-my post couple days ago-VLSI-TER,SMOD-the writing was on the wall this was an easy one to pick or short .i don;t know why anyone is surprise INVESTMENT 101 eps come down like amat 50 cents to 35 next quarter-stocks come down-vice versa-who were the idiots bidding this stock hard at 37-38 like everything was fine and bookings was strong-as i said before it is getting worse -in the last quarter asia weakness was offset by us-europe-if europe and us slide-domino effect disaster-i believe,my opinion,amat eps will have to come down-35 cents next quarter-23-26 following quarter-intel about cap spending -not new -already been said-the safe time to byt semi's will not be till august -september-just giving my opinion-if you look between the lines -not stare at the stock price-this is not a surprise-their will be a ton more pre announcements-ibm numbers will stink-no surprise their-klic mu are done-in my opinion-i would not be buying anything before monday-lot reports out in friday-asia will get killed next couple of days