Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: etchmeister who wrote (25058)	12/22/2011 11:51:30 PM
From: Gottfried	Read Replies (1) of 25522

etch, below is bookings with SOX to October. I also updated bookings with AMAT to November. What makes the two [bookings, SOX] out of sync is that bookings is a 3 month ma and SOX is end-of-month. I find it of little use in timing trades. The big traders may use other criteria. Yes, AMAT is not leading bookings any more and also seems to be valued lower every cycle. PS: had some luck lately trading BRK/b options. Fairly safe stock for now. SEMI bookings with SOX SEMI bookings with AMAT looks dismal for AMAT investors

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