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

To: Ramsey Su who wrote (22930)8/12/1998 3:38:00 PM
From: P.M.Freedman  Read Replies (2) | Respond to of 70976
 
For oct. 1999, no one can find a number to be useful. The highest number for the year end on oct. 1999 was $2.25, but the lowest number was only $0.51. I guess that analysts will use the numbers given by AMAT for this quarter. It should be $ 0.04 or $0.03. As what I knew, they set $0.10 for next quarter. We may see some of the analysts to lower their number for next quarter. To me, $0.07 may be reasonable.



To: Ramsey Su who wrote (22930)8/12/1998 4:17:00 PM
From: Proud_Infidel  Respond to of 70976
 
Ramsey,

Re: However, the consensus for FY99, ending Oct 99, is still around
$1.20ish.

Consensus going forward is really meaningless. When things do turn(and they will) there will be new orders coming seemingly every day, new fab openings, and a constant racheting up of eps estimates. The current eps estimates for 99 are useless. If JM came out and said so(zero visibility), what makes you think the analysts are correct, or even close?

BK


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