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Politics : Formerly About Applied Materials
AMAT 307.20+2.0%Jan 12 3:59 PM EST

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To: akidron who wrote (10391)11/5/1997 1:22:00 AM
From: Gottfried  Read Replies (1) of 70976
 
akidron, I tend to believe that! Found monthly ship data but
am missing Jan 96. Even so, the numbers don't add up to what
IBD and others report. My source is SEMI. Will post when all
the corners of SEMI have been searched. These numbers are well
dispersed, not tabulated in one place. Of course it would be
easier with an expensive subscription. Maybe IBD has one.

And these are the numbers that make the stocks move!
Mind boggling. Thanks for your post!

GM
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