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Politics : Formerly About Applied Materials
AMAT 231.99+3.6%3:13 PM EST

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To: Tito L. Nisperos Jr. who wrote (31521)7/22/1999 1:27:00 AM
From: Paul V.  Read Replies (1) of 70976
 
Tito, Checking the following 1996-'97 upcycle with 1998-99 cycle your
construction worker must get to work to raise the Price to equal 1997.
I was notified that there is not enough common stock this time to have
a 2x1 stock split. Maybe Jeff, since he already has developed a
positive relationship with AMAT, can talk them to having a proxy vote to
increase the number of shares.<g> Right on Jeff. Then, maybe we will
hit $120+.

96/97 96/97 96/97 98/99 98/99 98/99 98/99
MTH RS PRICE BTB VRS RS PRICE BTB IBD Ind. Group Semi Equip Price Rating
7/96 <10 22-25 0.76 20-54 29-34 0.65 193-
8/96 <10 23-27 0.71 38-56 25-37 0.57 -
9/96 11-15 24-30 0.7 38-50 23-27 0.57 -
10/96 11-27 26-30 0.78 40-65 22-36 0.75 -123
11/96 15-79 27-40 0.9 62-86 33-43 0.84 123-10
12/96 60-87 35-40 1.01 92-96 38-47 0.96 9-2
1/97 65-94 36-49 1.08 94-96 46-64 1.12 2-5
2/97 90-95 41-55 1.07 94-97 56-71 1.22 4-7
3/97 94-95 44-54 1.15 95-97 55-67 1.33 5-7
4/97 94-96 45-55 1.1 82-96 49-68 1.28 48-52
5/97 95-97 56-72 1.09 82-88 53-67 1.25 91-48
6/97 95-97 58-75 1.07 86-94 57-75 1.24 98-14
7/97 95-97 74-95 1.12 91-93 71-79 38-19
8/97 96-99 89-108 1.1
9/97 96-99 92-104 1.06
10/97 104-62 1.02

1996/99 YEARS
MTH Odrs Shpmnt Act BTB Pr Rng R/S Ind. Pr Rk
JAN'96 (Low # best)
FEB'96 1687 1243 1.1
MAR'96 1447 1256 1.15
APR '96 1361 1354 1.01
MAY'96 1187 1366 0.87
JU'96 1175 1354 0.87
JLY'96 992 1311 0.76 22-25 <10
AUG'96 882 1248 0.71 23-27 <10
SPT'96 778 1119 0.7 24-30 11-15
OCT'96 833 1072 0.78 26-30 11-27
NOV'96 952 1062 0.9 27-40 15-79
DEC'96 1078 1069 1.01 35-40 60-87
JAN'97 1116 1034 1.08 36-49 65-94
FEB'97 1101 1029 1.07 41-55 90-95
MAR'97 1265 1102 1.15 44-54 94-95
APR'97 1386 1261 1.1 45-55 94-96
MAY'97 1421 1299 1.09 56-72 95-97
JU'97 1487 1375 1.07 58-75 95-97
JLY'97 1659 1476 1.12 74-95 95-97
AUG'97 1400.5 1536 1.1 89-108 96-99
SPT'97 1468.5 1672 1.06 92-104
OCT'97 1518 1793 1.02 52-31(split)
NOV'97 1595.1 1598 1 40-29
DEC'97 1589 1559 0.99 35-26
JAN'98 1515.7 1458 0.93 27-34 40-58
FEB'98 1382.5 1369 0.9 38-35 70-44
MAR'98 1240.1 1370 0.82 32-36 62-36
APR'98 1136.9 1416 0.78 39-34 60-44
MAY'98 1107.1 1361 0.81 39-31 42-22 192-19
JU'98 932.7 1265.5 0.74 26-32 20-28
Jly'98 717.6 1112.1 0.65 28-34 22-54
AG'98 571.6 1011.8 0.57 37-25 38-56
SPT'98 481.3 845.7 0.57 23-27 38-50
OCT'98 638 852.3 0.75 22-36 40-65
NOV'98 767.2 913.6 0.84 33-43 62-86 123-10
DEC'98 883.4 920.9 0.96 38-47 92-96 9-2
JAN'99 996.7 890 1.12 46-64 94-96 2-5
FEB'99 1028.8 845 1.22 56-71 94-97 4-7
MAR'99 1256.9 943.5 1.33 55-67 95-97 5-7
APR'99 1405.1 1099.1 1.28 49-68 82-96 48-52
MAY'99 1471.2 1179.2 1.25 53-67 82-88 91-48
JN'99 1448.91 1169.5 1.24 57-75 86-94 98-14
JLY'99 71-79 91-93 38-19

BOOK TO BUILD NUMBERS

MNTH 1991 1992 1993 1994 1995 1996 1997 1998 1999
JAN 1.23 1.09 1.12 1.17 1.32 1.28 1.08 0.94 1.12
FEB 1.12 1.2 1.15 1.13 1.41 1.36 1.07 0.9 1.22
MAR 0.91 1.13 1.12 1.07 1.3 1.15 1.15 0.82 1.33
APR 0.92 1.02 1.18 1.05 1.23 1 1.1 0.78 1.28
MAY 0.93 0.93 1.2 1.02 1.11 0.87 1.09 0.81 1.25
JN 0.96 0.9 1.22 1.16 1.18 0.87 1.07 0.74 1.24
JLY 0.93 0.92 1.19 1.2 1.08 0.76 1.12 0.65
AUG 0.92 0.94 1.14 1.21 1.05 0.71 1.1 0.57
SPT 0.94 0.98 1.02 1.03 1.02 0.7 1.09 0.57
OCT 1.01 1.01 1.03 1.12 1.07 0.78 1.05 0.75
NOV 0.96 1.03 1.05 1.19 1.06 0.9 1.02 0.84
DEC 0.98 1.08 1.19 1.29 1.15 1.01 0.99 0.96

Naturally, the above is only my opinions and the data which I have
reviewed from the Dorsey Wright site, IBD and SEMI sites. Readers are
reminded the old saving, "caveat emptor (buyer/reader beware)."
PAUL
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