Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.95

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Nov 21 9:30 AM EST

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To: The Ox who wrote (19027)	5/22/2006 3:01:01 PM
From: Gottfried	Read Replies (3) of 25522

Ox, if you mentally extrapolate SEMI bookings, it looks like just a few months till a temporary peak. If the big money does that, then they won't buy the stocks now. The next equipment bookings trough will probably be higher than the last one [again extrapolating the trend]. chart briefcase.yahoo.com open SEMIcharts folder then SEMIequipment_btb.gif That leads me to conclude that stock price swings are becoming smaller and therefore much less profitable - especially since timing is now more difficult than it was when bookings were V-shaped. PS: KLAC down 10%

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