Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

3:59 PM EST

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From: Gottfried	11/24/2000 12:07:04 AM
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SEMI charts updated and new charts added... November 23. 2000 the charts have been updated with the latest SEMI ship/orders/btb data for October 2000. NEW: stock price vs SEMI btb ratio charts ww semiconductor shipments vs SEMI orders geocities.com SEMI orders/shipments/btb geocities.com [comment: the Sept orders dip has been reversed] monthly ratio of SEMI orders to ww semiconductor shipments [comment: this ratio had to come down to become more sustainable] geocities.com monthly difference between SEMI orders and shipments [comment: shows AMAT quarterly backlog in uptrend] geocities.com SEMI btb ratio January to December 1995 – 2000 geocities.com selected semi equipment stock prices vs SEMI orders geocities.com geocities.com geocities.com geocities.com selected semi equipment stock prices vs SEMI btb ratio [comment: maybe the big players use btb for buy/sell decisions? It sure looks like it since spring 2000] geocities.com geocities.com geocities.com geocities.com Note how monthly low price stays near the cycle low for several months. Plenty of time to get in. You can also go through Kirk's site for most links. pw2.netcom.com Gottfried

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