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

To: Proud_Infidel who wrote (17340)	3/8/1998 2:18:00 PM
From: akidron	Read Replies (1) \| Respond to of 70976

Brian... I understand what you're saying but what if amat comes in a 15cents the Q because the orders they were hoping for from japan do not materialize... please not that there were very much few big order announcement with the last Q... an I honestly haven't seen much posted to the thread... not science i know.. but I thought that we (u me and GM) agreed that it's not always bout research, and science... sometimes it's about feel... let me remind u that the 12 day holiday and the revenue projection came two weeks after they predicted 35 cents for the next q... and that both those announcments were bearish... especially when u consider their capex expansion this year. be vigilant.... the one thing I have learned about this market is that the bottoms are worse and the tops are better than u thought possible