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


To: Proud_Infidel who wrote (28284)2/16/1999 8:32:00 PM
From: John Sikora  Read Replies (2) | Respond to of 70976
 
BK,

Very positive CC...muted exuberance if you will...JM sounded upbeat for the first time in a few quarters...financially solid as a rock...just under 2 bil cash...1 bil + backlog...1 bil in revs next q and .22-.25 IMO will be upped before next report...Also Q4 restructuring benefits not yet realized... to be realized next q...I'm not sure what it will do tomorrow but in the next couple years this stock should provide awesome returns even from these levels.

john