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

To: Robert O who wrote (30528)5/22/1999 9:16:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Robert O., last Q earnings were announced 2/16/99.
appliedmaterials.com
Here's how the stock behaved before and after. The day of the
announcement is in bold. Looking at closing price, nothing much
happened for 6 days after announce, then the stock dropped.
[we may have focused on intraday highs too much]

Gottfried

Date Open High Low Close Volume

01-Feb-99 64 64.125 60.8125 62.1875 6642600
02-Feb-99 61.875 62 57.375 59.1875 8953800
03-Feb-99 58.375 63.8125 58 63.375 9567100
04-Feb-99 62.875 64.4375 61.25 61.75 8695700
05-Feb-99 61.625 62 56.125 60.6875 14175700
08-Feb-99 64 67.6875 62.625 67.4375 18389200
09-Feb-99 65.8125 66.75 63.0625 63.25 13672800
10-Feb-99 63.1875 64.375 59.75 60.8125 12008400
11-Feb-99 62.875 67.125 62.625 67.0625 12875200
12-Feb-99 65.3125 67 63.75 66.875 9813400
16-Feb-99 68.1875 69.0625 65.125 67.875 8502500
17-Feb-99 67.9375 71.625 67 67.375 18079400
18-Feb-99 69.0625 69.75 65.125 66.25 12601300
19-Feb-99 67 68.75 65 68.6875 10402600
22-Feb-99 68.625 69.125 66.9375 68.1875 6730200
23-Feb-99 69.25 70.125 67.8125 68.4375 6532700
24-Feb-99 69 70.8125 67.875 68.25 8498300
25-Feb-99 67.3125 67.3125 62.125 63.75 15418700
26-Feb-99 62 62.375 55.3125 55.625 21622100
01-Mar-99 56.8125 58.5 54.5 57.0625 17051100
02-Mar-99 57.8125 60.375 57.0625 57.3125 13438500
03-Mar-99 58.375 59.25 57 58.25 7867500
04-Mar-99 59.3125 60.25 56.75 57.5625 7795400




To: Robert O who wrote (30528)5/23/1999 11:50:00 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Robert,

What adds to the mystery is the host of estimate revisions after earnings. Here is only a smattering:
Message 9685906

The "priced in" argument simply does not fly.

BK


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