Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Gottfried who wrote (49642)	7/24/2001 12:14:29 AM
From: The Ox	Read Replies (2) of 70976

Hi G, As always, thanks for the chart. One thought crossed my mind when I looked at the chart after reading your comment: The semi equip orders have been flat 3 months, unlike 2 prior cycles shown. Have not seen that before. What struck me was that we have seen this in the last down cycle, it's just that it occurred during the middle of the drop. It's possible that we could be faced with worse numbers going forward and that this is NOT the bottom that so many are predicting. 5 months before the bottom of 98, there was a three month plateau in orders well before the bottom was found. Just something to consider.

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