Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 242.41

+5.0%

3:59 PM EST

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To: Proud_Infidel who wrote (12080)	11/18/2004 8:43:39 AM
From: Gottfried	Read Replies (2) of 25522

Brian, I updated the backlog change chart home.comcast.net SEMI billings are to Sep04, AMAT price to Oct04. If you stare at those long enough you see a correlation. PRICE leads. Just watching fundamentals we'll always be late. G.

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