Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

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To: Gottfried who wrote (8682)	10/16/1997 7:08:00 PM
From: Proud_Infidel	of 70976

Re:>> But analysts pointed out that September is historically one of the slowest months for capital equipment and in October, order rates should show sequential growth again This is utterly amazing to me. Shouldn't the traders and "experts" have impounded this information into the price long ago? Isn't the market supposed to be a discounting mechanism?? This BTB data shouldn't come as a surprise, ESPECIALLY to the MM's! I'll never get over how the big guys overreact data which shows that these months are historically weak. I usually would not mind as a long-termer but I margined to the hilt today and am not looking forward to any margin calls. Brian

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