Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

Nov 20 3:59 PM EST

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To: 16yearcycle who wrote (32868)	10/19/1999 10:41:00 AM
From: Gottfried	Read Replies (1) of 70976

Eugene, I don't think so. :) Relevant to AMAT: the SEMI btb and orders numbers are due any day now. We are not the first to see them. Is the decline of AMAT today related to the coming numbers? AMAT price has been a good predictor of peaked SEMI numbers in past cycles. Yes, I know we're in a 2-3 year up cycle.<strong skepticism> Gottfried

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