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

To: Czechsinthemail who wrote (22849)8/11/1998 8:40:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 70976
 
Baird,

I believe we all agree that the short term is bleak, that the long term is rosy. Unfortunately, I don't believe a common view of Short or Long term is shared. Nor do I know how much bad news has been discounted by the market. If I look at AMAT's stock price, I'd say not much, but then I don't have any AMAT shares (directly) today.

Regards,
Ian.



To: Czechsinthemail who wrote (22849)8/12/1998 1:34:00 AM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Re: One other concern in the report is the lowered tax rate in the most recent period. Since that apparently increased EPS by $0.02, it means AMAT didn't exceed estimates by much on a comparable earnings basis.

They also reported .06 per share of restructuring charges, so it looks to me like the adjustment for operating earnings would be a net +.04, for a total of 0.23 per share. Doubt if it's going to make up for the poor outlook, though.


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