Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: Gottfried who wrote (25307)	11/7/2013 5:36:13 AM
From: robert b furman	Read Replies (1) of 25522

Good Morning G, As always Thank You for posting your charts and data. Is it not quite a change for this time of year for semi data to be breaking up into new highs? It seems there is always a bottom around January - leaving this time of year normally in a downtrend. Your charts have such a long history in them it is hard for me to really place where the typical November would be. If so thinking that last years halt ,awaiting the power of new smartphones and tablets to prove itself, may well be a reason to load up production early before the Christmas selling season. A flurry of upgrades amongst the premium brands and a bigger flurry of Me Too second tier brands mat be showing up in the data??? Just thinking out loud and wondering if you see this also. The confirmation that memory has spiked up is also a very good thought !! Bob

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