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

To: Steve Rolfe who wrote (17575)	3/12/1998 9:08:00 AM
From: akidron	Read Replies (1) \| Respond to of 70976

it goes like this.. i've posted my opinion on facts before... assumptions based on what we see is what i deal with... if you don't like it move on... because facts without assumptions are worthless.. imho... Fact - amat has increased its capex... fact -revenues are not growing... fact - they have not reduced costs but increased them... assumption... profit and margins decline.... IT IS AS SIMPLE AS THAT... they only projecting 35c profit in the next q... that was before they announced the hollydaz and the lack of rev growth... so I'm only looking for 20c... If Japan goes into the toilet u can be sure that a good portion if not all this 20c will go away... just one flawed man's opinion on sport...