Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: Berk who wrote (62249)	3/22/2002 5:19:35 PM
From: FR1	Read Replies (1) of 70976

Gottfried's chart shows the opposite - that the splits do not occur at the top of a price move. IMHO, AMAT thinks like this: 1) They are the first to know that recovery is underway because the chipmakers have to order supplies now for future production. It appears that AMAT is getting a lot of orders (capacity going up to 80% by EOY). Management talks to the buyers and feels it is for real. 2) AMAT reasons that if they split now then as we move into the fall (when everybody will be giving good reports) AMAT stock price will look very affordable to the average investor. The whole idea of saying stock price doesn't matter is obviously wrong. If it doesn't matter nobody would split. How many shares of Berkshire have you bought lately? Personally, I think it is a OK move - doesn't hurt and could help.

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