Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.13

+2.2%

Nov 10 3:59 PM EST

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To: Wes who wrote (33601)	12/29/1999 7:54:00 PM
From: Gottfried	Read Replies (2) of 70976

Wes, thank you for posting your observations. You said >The last real peak (in terms of equipment orders) was early 1996, but the stocks of these companies peaked around late summer 1995< True, but the next orders peak was at the end of '97 and the stocks had peaked about 2 months before that. Some may say that particular cycle was cut short by the Asian flu. In any case, the prices start dropping well before orders peak. [at least 2 months]. Your observation of unbridled analyst optimism just near the price peak is one to remember. Here's the relevant chart geocities.com Gottfried

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