WHOA! If D2 worked for Arthur Andersen, I'm going to have to bring in a new set of auditors and completely rethink my position. I may have to restate my agreements and/or disagreements by several billion dollars.
Apparently AMAT just reiterated their stance on earnings outlook (ie: nothing new)?
From briefing .com:
"14:39 ET AMAT Applied Materials (17.73 -0.67) -- Update -- Goldman Sachs clarifies comments reported earlier (12:57 comment); says that Goldman research team was not in AMAT's marketing meetings in NY today, but that they spoke with the company this afternoon, and AMAT reiterated its previous stance that visibility is limited and order growth is difficult to project. "
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