Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.79

-1.0%

11:57 AM EST

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To: Math Junkie who wrote (35537)	6/22/2000 3:43:00 PM
From: Tony Viola	Read Replies (1) of 70976

Richard, >I wonder if data are available for computer sales and sales of cell phones, etc. I think IDC in Framingham, Mass. is the best for surveys on PCs and servers. Don't know about cell phones. newsalert.com One idea I have for a chart would be a comparison of AMAT's stock price to end-user demand. A past conversation I had with the CFO of a major semiconductor equipment manufacturer suggests that this would show a high degree of correlation. Must be a delta time in there, though. Tony

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