Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.92

+0.4%

Dec 29 3:59 PM EST

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To: Gottfried who wrote (31362)	7/12/1999 7:36:00 AM
From: w0z	Read Replies (1) of 70976

"Price is way ahead of orders this cycle." No kidding! In addition to AMAT's share increasing in each cycle, you also need to scale the stock price relative to the peak of each cycle. For example, the first cycle in your graph peaks at ~$1.7B per month, the second at ~1.85B/mo and the third will peak at ???? in 200X. Could the stock price be telling us the third cycle will peak much higher? or later? or is it just telling us AMAT is overvalued? or possibly a combination of the above. Only time will tell. Thanks for the interesting graph!

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