Threaders, Check the following thread regarding the semiconductor BTB & Price.
Paul V
To: Teri Skogerboe (7414 )
From: Paul V.
Aug 17 1997 3:57PM EST
Reply #7419 of 7429
Gottfried, Tito, Kumar, Cary, Big Buck and threaders, have a look
at the lombard site below. It is a free site if you register. I
set
the options at: Historical, 2400 days, amat stock, white
background, and checked the DOW, S&P 100 and 500, and Russel
2,000. The chart which will appear corresponds to the length of
time from 1/1/91- the current time. Print a copy and compare with
your BTB data. It appears to be that when the BTB # drops
significantly in one
from the previous month that the price begins to drop. I drew
lines at the quarters, April 1, July 1, Oct 1, in addition to the
yearly lines to give me better visibility to the price changes. I
honestly believe we have an excellent chance based on what CEO
Morgan stated in his conference call and on TV that we will
exceeding beat the remaining months of the '97 year and January
and February of the '98 year. After that point the odds are
against us. Any significant drop results in a significant drop in
price. When and if I can get the specific data we may be able to
refine this even more.
NOTE: I was not able to get the AMAT price data for the years
1991-1997. Does anyone know how we can transpose Gottfried's BTB
1991-1992 chart data onto the Lombard Data. If you do could your
take the BTB data and supertranspose it on top of BTB data.
What is your reaction after reviewing the data? You can see what
I am
driving at.
Gottfried's chart:
magneticdiary.com
AMAT 91-97 chart
lombard.com
Thanks,
Paul V |
