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

To: Gottfried who wrote (26417)11/18/1998 1:04:00 AM
From: Jeffrey D  Respond to of 70976
 
Gottfried:<<AMAT: SOUNDVIEW TECHN decreased estimate for quarter ending 10/99 from $0.26 to $0.22 on 11/13/98 >>

Gottfried, I note the change is dated 11/13, well before today's earnings announcement. It will be interesting to see what estimate changes there might be after today. Jeff



To: Gottfried who wrote (26417)11/18/1998 1:06:00 AM
From: Jeffrey D  Read Replies (1) | Respond to of 70976
 
By the way, how did the EPS poll go? I said 4 cents. Jeff



To: Gottfried who wrote (26417)11/18/1998 2:31:00 AM
From: KM  Respond to of 70976
 
FWIW, offhand JJC comment I came across this evening in his latest column in Street.com:

Applied Materials (AMAT:Nasdaq) is another tough one that I am glad I don't have a position in. It was cautious but it beat numbers. The stock has run up in advance of a good number and outlook, but the company just won't give you that warm-and-fuzzy feeling. Clearly better than HWP though.


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