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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 262.30+0.2%10:38 AM EST

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To: Proud_Infidel who wrote (17347)1/22/2006 8:04:17 PM
From: Gottfried  Read Replies (1) of 25522
 
Brian, if this 2H bookings slowdown materializes, there is barely time for a bookings blip like in 2002.

home.comcast.net

and in that case getting out 6 months ahead of the bookings peak might be prudent based on prior timing between price and bookings

home.comcast.net

but it all depends on...

whether bookings will really begin declining in 2H2006

how investors will react [whether they believe this scenario and act on it]

watching the weekly price chart may help
stockcharts.com[w,a]waclyiay[de][pb30!d20,2!b10!f][vc60][iut!ub14!lah12,26,9!ll14!lf!lc20!ub4]&pref=G
30 week ma still trending up - but not steeply compared to some other stocks.
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