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

To: Ian@SI who wrote (25263)	10/13/1998 6:29:00 PM
From: Justa Werkenstiff	Respond to of 70976

Ian: "Re 1999 Capex: Given that INTC modified its 1998 Capex after 9 months of the year had passed, I wouldn't really expect them to be comfortable with giving a public estimate of 99 Capex today." Agreed. I am sorry if I may have given the impression that this practice was somehow unusual. I was just reporting it factually. I didn't read anything into it. In fact, I'll bet it is standard practice for INTC to handle this question in this manner at this time of the year.

To: Ian@SI who wrote (25263)	10/13/1998 6:31:00 PM
From: Fortinwit	Read Replies (1) \| Respond to of 70976

Why would you expect NVLS or any other Equipment company to give the Name of the prospect as well as the likely date and amount of the sale to all its competitors prior to having any binding contracts. Ian, PLEASE! You are completely misquoting what I said! ...people should be holding NVLS' feet to the fire over their refusal to divulge important information such as current quarter bookings... I'm annoyed that NVLS several times refused to divulge their current bookings. I don't really care who's buying to be frank. I care what the overall orders look like. And it's absurd to refuse to divulge these numbers, and then proceed to crow about the 4th qtr B2B being >1!!!!! In addition, I'd like to see how their current quarter sales break down by region. Kinda important to me. I'll close with another Herb quote that will rankle your feathers: If days sales outstanding had remained unchanged sequentially, accounts receivable would have been $30 million less than reported, implying sales would have been lower than reported... that was referring to extending credit terms to (probably) Asian customers. F.

To: Ian@SI who wrote (25263)	10/13/1998 7:33:00 PM
From: Fortinwit	Read Replies (1) \| Respond to of 70976

Ian, Just to show you an example of what I'm looking for. From Teradyne's report today: Teradyne, Inc. (NYSE: TER - news) reported sales of $335.2 million for the Third Quarter of 1998, compared with $336.7 million in the year-earlier quarter. Net income for the quarter, excluding a $23.0 million pretax provision for excess inventory, was $16.9 million ($0.20 per share). Orders for the Third Quarter of 1998 totaled $245 million. That's all I'm looking for... F.