Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 295.83

+4.1%

Jan 6 3:59 PM EST

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To: Greg Thornton who wrote (27376)	12/28/1998 4:01:00 AM
From: Math Junkie	of 70976

Re: <<My point is that bookings and shipments are both down 40-50% over the last year, when AMAT was trading about 20% lower than it is now. What is wrong with this picture?>> What do you mean, "when AMAT was trading about 20% lower than it is now"? AMAT went though a huge range of prices last year. The dynamics of this sector's cycles are such that the time to sell is when year-over-year comparisons are strongly favorable. You can bemoan it all you want, but in a sector as strongly cyclical as this one, that's just the way it is.

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