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


To: JR Robinson who wrote (17689)3/13/1998 7:43:00 PM
From: Adam Nash  Read Replies (1) | Respond to of 70976
 
Hi everyone,

I am new to the AMAT board, but I *was* a stock holder in LRCX. I like the industry alot, though I am continually shocked at how erratic the earnings projections are for the industry. How can the analysts justify flipping earnings estimates $1 at a time?

Anyway, I am long AMAT, but I am looking for a good time to get in. What fundamental stuff will be happening over the next 2 quarters? Where are projections right now?