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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

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To: Xpiderman who wrote (31099)	6/19/1999 11:24:00 PM
From: Gottfried	Read Replies (1) of 70976

Xy, the KLAC chart is at the bottom of the list below. Of interest is that the AMAT and KLAC charts look similar, except the present cycle AMAT peak is much higher than in 1997. This is not true for KLAC. Please check some of the numbers [I do make mistakes sometimes]. Gottfried SEMI btb/orders/shipments geocities.com:80/WallStreet/5464/eqporder.gif AMAT price vs SEMI orders geocities.com:80/WallStreet/5464/amat_prc.gif KLIC price vs SEMI orders geocities.com:80/WallStreet/5464/klic_prc.gif KLAC price vs SEMI orders geocities.com:80/WallStreet/5464/klac_prc.gif NOTE: prices are daily close. SEMI orders on the price chart are plotted on the day they were announced. Thus the May '99 SEMI orders are plotted on June 17, when we first got word.

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