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: Jacob Snyder who wrote (63854)	5/16/2002 11:41:50 PM
From: Gottfried	of 70976

Jacob, [edit: I fixed the url] a new chart of AMAT monthly closing price vs yoy monthly semiconductor sales and vs yoy monthly SEMI orders [both in %] suite101.com You will notice that in 1997 all three peaked about the same time, give or take a month. In late 1999 the SEMI yoy % peaked but price kept going and more than doubled [the Nasdaq exuberance]. I would expect behavior like in 1997 this time around. You know that analysts are fond of yoy comparisons. Notice that the latest comparison for SEMI orders is positive % now while chip sales are still negative. Gottfried

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