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Politics : Formerly About Applied Materials
AMAT 322.51+6.1%Feb 6 9:30 AM EST

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To: Henry D who wrote (32230)8/23/1999 5:07:00 PM
From: Gottfried  Read Replies (1) of 70976
 
Henry, re >someone posted a graph a few days ago with AMAT price vs SEMI orders. back in Apr 95 to Oct 95, orders flattened then shot up for 4 to 5 months while AMAT price DROPPED during this reacceleration<

Something like this...

geocities.com
[note that SEMI equipment orders are plotted on the
day they are REPORTED]

Yeah, it's not easy to predict from precedent because
there are several - all different. Maybe we have
already seen the high for AMAT?

Gottfried
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