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

To: Proud_Infidel who wrote (28080)2/8/1999 4:54:00 PM
From: miklosh  Read Replies (1) | Respond to of 70976
 
<What's going to happen once the 300mm orders start rolling in?> Hopefully not "sell on the news" but I am concerned that the selling will begin shortly after earnings once the orders start coming in and the anylists are done upgrading. The only thing keeping me from selling my shares now is the incredible momentum running up the stock before earnings. But will the momentum continue after earnings no matter how good the conference call?

I apologize for posting based purely on a gut feeling, but I've seen amat take its biggest dives in the past just when the news could'nt seem to get any better. I hope I'm very wrong. I'm curious what Tito's projection is these days.

regards



To: Proud_Infidel who wrote (28080)2/8/1999 5:07:00 PM
From: Duker  Read Replies (1) | Respond to of 70976
 
Fitzgerald a ML now pegs the bookings at $1bn for this quarter ... how the times have changed from the $684mm of last quarter ... with $1.4bn in the FY4Q ... still a long road back to $2.0bn+ ... but at least we are directionally correct.

--Duker


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