Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Steve Rolfe who wrote (17558)	3/12/1998 1:00:00 AM
From: Big Bucks	Read Replies (1) of 70976

Steve, Re:We all need to be looking for the signs. AMAT's stock price may be well on the way up before the up cycle gets into full gear if we are not careful. But, exactly what should we be looking for? Anyone? Keep your eye on the industry B2B numbers month to month, as well as increasing large orders announced in press releases... Now, a question for you. What would you think if the most recent B2B is lower than Jan's B2B, would that indicate growth in the industry??How will that affect stock price and the equipment mfg's short term upside potential? Will fund managers want to watch their large investment in the equip mfg's erode Q-Q over the next 6+ months or will they elect to use that capital elsewhere until things improve in the semi sector? BB

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