Zeev, I agree. I disagreed with the poster's belief that this action portend good earnings ahead. As the filing implicated, it looked more like an action to benefit key employees.
Zeev: how is your turnips farm reading on the recent NAZ retreat, a normal correction or a small crack before the major breakdown of a "dam"? Are you still in that freshly cleaned bear suite in this steam-hot Summer?
This isn't the most updated report, but the link below is AG Edwards' detailed analysis of options expense impact and is the basis of my comment. It's been easy enough to update this. If I have "confused" people then that is up to the reader and their level of understanding.
In my OPINION AMAT chose now for a reason, and I stand by my OPINION of why they elected to take the effect now rather than later.
Zeev hed LSCP reported record results and raised guidance(for 05) aug 2nd...beaten down 30% since july 52 wk high of 43.67! 200 dma 31.46 its at 31.36....whats your thoughts???? thnx URMY! ;o)
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