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


To: Duker who wrote (24211)9/12/1998 6:59:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 70976
 
duker, if sales are always up 5% the 2nd half compared to the first half then you could have a no growth company with 5% eps growth if you didn't factor out seasonal affects, right? well, no growth companies don't have 5% growth. the key is repeatibility (sp?). will the growth stay or go away?

the intel news was a "things aren't as bad as they could be, but we aren't completely out of the woods yet" kinda deal. maybe that is a little glum. it is probably better than that. but, i see no need to, well, you know, wad. ;-)



To: Duker who wrote (24211)9/15/1998 11:52:00 AM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
Seasonal demand is still demand, but doesn't necessarily indicate a long term trend. No matter how bad the economy is, people still try to buy their kids toys at Christmas. But a blip in toy sales at Christmas doesn't mean the economy has recovered.

Katherine