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


To: Gottfried who wrote (22601)8/6/1998 6:06:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
GM,

This rally in part also caused by a report from Europe which showed PC sales advanced at a 19% clip, versus 12% here. Note, this is from memory(CNBC) so the numbers may be slightly off. The jist of it was things were looking better than expected.

Re: the Lehman assumption

It's a sad commentary when using estimates given by brokerage houses warrants attack on SI. Nobody should have to justify their models for guesstimating future eps; only explain them. All this will do is drive people underground and take away from the push/pull dialogue until everyone on the thread is of like mind.

BK