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


To: Teri Skogerboe who wrote (21971)7/20/1998 10:40:00 AM
From: Ramsey Su  Read Replies (2) | Respond to of 70976
 
Teri or anyone:

ADI issued earnings warning today. Of particular interest is following paragraph. Can anyone enlighten me on how ATE fits in the big picture? Is this the same stuff that TER does?

Ramsey

The company cited as specific reasons for the anticipated revenue shortfall the dramatic downturn in the automatic test
equipment (ATE) market caused by the overall decline in the semiconductor market, weak demand in the distribution channel
and the depressed business environments in both Southeast Asia and Japan.




To: Teri Skogerboe who wrote (21971)7/20/1998 11:56:00 AM
From: BOGEY  Read Replies (1) | Respond to of 70976
 
"CEO will probably do the carrot routine"...James Morgan has repeatedly said over a number years that forward visibility is only a couple of quarters at most...do you have any of his statements to the contrary?...Regards