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

To: Proud_Infidel who wrote (22584)8/6/1998 3:21:00 PM
From: Ramsey Su  Respond to of 70976
 
Brian,

you are absolutely right, most of us here are just worried for no reason.

Teri, do I hear you giggling in the background?

Ramsey



To: Proud_Infidel who wrote (22584)8/6/1998 4:11:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 70976
 
Brian, >>>"Considering we are on the verge of the
largest upgrade in semiconductor history,"

What are you referring to: 300 mm? 0.18 micron?

Tony



To: Proud_Infidel who wrote (22584)8/6/1998 4:34:00 PM
From: Katherine Derbyshire  Read Replies (3) | Respond to of 70976
 
>> Don't take it up with me, take it up with Lehman. They're the ones who came up
with the estimate<<

And you're the one who chose to post and enthusiastically support the forecast, aren't you?

Historically, equipment industry revenue growth in good years is in the 20-30% range. Any forecast that assumes faster growth (in revenue or earnings) than that is suspect, IMHO.

Katherine


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