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

To: Gottfried who wrote (26420)	11/18/1998 1:48:00 AM
From: Jeffrey D	Respond to of 70976

Gottfried:<<JD, as a group we weren't very close estimating 4Q EPS. Results... apps2.vantagenet.com; Gottfried, interesting results. 51% of us said AMAT would meet or exceed estimates and 49% said AMAT would fall short. Quite frankly, I doubt that the "professional" analysts did much better. <<The next thing to worry about is btb, due any day now.>> Geez, it never stops does it? First we have to worry about pre-warnings. Then we sweat the earnings announcement. Then we worry what Morgan is going to say in the conference call. Then we anticipate his CNBC appearance. Then we are faced with that darn btb! And, of course, it all starts again for the next quarter. Still... it does beat watching NBA basketball. Hmm, when do those guys lace 'em up anyway? Jeff