Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: michael97123 who wrote (48884)	7/9/2001 4:17:51 PM
From: Paul V.	Read Replies (1) of 70976

Michael, As Cary's SI thread stresses, buy when the blood is running in the street. Gottfried's charts and my data for the 1996 and 1998 cycle both show that July through October are the worse months for Equipment makers according to orders, shipments and BTB #. Do a comparison between the three month price of AMAT and EPS. It appears to me that there is an opposite relationship. Just my opinions. Paul

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