Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 235.13

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Nov 10 3:59 PM EST

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To: Paul V. who wrote (8535)	1/21/2004 3:29:08 PM
From: Gottfried	Read Replies (2) of 25522

Paul, price vs btb and price vs bookings is charted from 1995 for 4 stocks and you can find the links here home.comcast.net I frankly don't think earlier data would help, because the present cycle is so very different from earlier cycles. I think we're at the beginning of it, but doubt it will be on an uptrend as long as what Cary expects. [3 more years?]. No use arguing about since we didn't foresee the present cycle would have so many hiccups near its bottom either. Are you getting itchy to sell? Gottfried

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