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

To: Gottfried who wrote (17858)	3/18/1998 4:38:00 PM
From: derek cao	Read Replies (1) \| Respond to of 70976

Very interesting article from smartmoney: Message 3747166 Wall Street is not very happy about our SIers<g>. derek

To: Gottfried who wrote (17858)	3/18/1998 5:06:00 PM
From: Proud_Infidel	Respond to of 70976

GM, Message 3747166 Great article. Did you know you were in it? BK

To: Gottfried who wrote (17858)	3/18/1998 6:29:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

GM and all, After the bell SFAM came out w/ eps (diluted) of .31; not too bad since their own press release on 2/6/98 said they expected net earnings of .30 to .32 per share (diluted) BTW, I believe they have heavy korean exposure w/ one of the large korean players cancelling major orders. In light of that, results look pretty good. As usual, it's all in the call. Well have to wait to hear what they say about conditions going forward. But not nearly as bad as the gloomsters would have you believe. BK