Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 289.91

-9.0%

2:11 PM EST

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To: trilobyte who wrote (42479)	2/22/2001 12:23:03 AM
From: Gottfried	Read Replies (3) of 70976

trilobyte, >AMAT stock peaked in 03/2000-04/2000. However, bookings peaked in 10/2000< I doubt even the 'smart' money was able to see ahead this far. More likely they just watched btb peak and sold. Yes - I know all the arguments why btb is a terrible metric. And yes, this didn't always happen in earlier cycles. Now this 'smart' money seems to be jumping the gun. Maybe they think in 1 to 2 years they'll have at least a double and that's good enough. In addition there is no innuendo at all that Applied uses funny accounting, depends on equity investment gains, extends loans to weak clients etc. You cannot say that about some of the other gorillas. Gottfried

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