Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

3:59 PM EST

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To: Jacob Snyder who wrote (42465)	2/21/2001 11:48:20 PM
From: trilobyte	Read Replies (2) of 70976

Jacob, there is something interesting happening here... if I remember correctly, AMAT stock peaked in 03/2000-04/2000. However, bookings peaked in 10/2000. So in this "cycle", the stock anticipated by 10 months the begining of the slowdown. I think this move of the stock caught most posters on this thread by surprise as in past cycles, the stock price and the underlying financial performance in the sector were more in sync. Now, most posters on this thread call the current relative strength in AMAT unfounded and irrational. Well, maybe whoever sold at the right time has now re-entered the stock, 6-10 months in anticipation of a resumption of booking increases and is willing to hold through the rought sailing the nasdaq is is going through. If making money in the stock market was a rational exercise, it would be too easy, right? good luck, Trilobyte

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