Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joseph J. Clark who wrote (24255)	9/14/1998 4:47:00 PM
From: Gottfried	Respond to of 70976

JJ, you asked >Do the comments by CFO Bronson change anyone's short/long term outlook for AMAT? "The industry will recover, but not to its previous growth levels"< Sure do. Maybe this isn't such a no-brainer after all. Now I believe the stock can go below 20. GM

To: Joseph J. Clark who wrote (24255)	9/14/1998 5:03:00 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

re: the comments by CFO Bronson : It's meaningless, because no one has any visibility. I said this for a long time, when I thought AMAT's management, and the analysts who follow their guidance, were being too optimistic. It's still true, now that they are being pessimistic. The truth is they just don't know.