Investor AM: Applied Materials tug-of-war

Investors face quite a conundrum over Applied Materials' (amat) earnings and outlook. Using the "could have been worse" logic, Applied impressed with better-than-expected first quarter earnings, but then delivered a depressing outlook.

Investors face quite a conundrum over Applied Materials' (amat) earnings and outlook. Using the "could have been worse" logic, Applied impressed with better-than-expected first quarter earnings, but then delivered a depressing outlook.

Get ready for the tug-of-war. Full story. --Larry Dignan, ZDII

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