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Politics : Formerly About Applied Materials
AMAT 281.58-3.6%Jan 8 3:59 PM EST
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To: Andrew Brockway who wrote (18871)4/18/1998 11:11:00 PM
From: Paul V.  Read Replies (1) of 70976
 
Andrew, Gottfried, and threaders, Following is the Table for the SEMI
# from which Gottfried has posted his charts:

YEARS AVERAGE
MONTH 1991 1992 1993 1994 1995 1996 1997 1998 '91-98
JAN. 1.23 1.09 1.12 1.17 1.32 1.28 1.08 1.00 1.16125
FEB. 1.12 1.20 1.15 1.13 1.41 1.36 1.07 0.93 1.17125
MARCH 0.91 1.13 1.12 1.07 1.30 1.15 1.15 0.80 1.07875
APRIL 0.92 1.02 1.18 1.05 1.23 1.00 1.10 1.0714285714
MAY 0.93 0.93 1.20 1.02 1.11 0.87 1.09 1.0214285714
JUNE 0.96 0.90 1.22 1.16 1.18 0.87 1.07 1.0514285714
JULY 0.93 0.92 1.19 1.20 1.08 0.76 1.12 1.0285714286
AUG. 0.92 0.94 1.14 1.21 1.05 0.71 1.10 1.01
SEPT. 0.94 0.98 1.02 1.03 1.02 0.70 1.09 0.96857142857
OCT. 1.01 1.01 1.03 1.12 1.07 0.78 1.05 1.01
NOV. 0.96 1.03 1.05 1.19 1.06 0.90 1.02 1.03
DEC. 0.98 1.08 1.19 1.29 1.15 1.01 1.00 1.1

Naturally, the above is only my opinion and the data which I have
reviewed from the SEMI site and March data. Readers are reminded the
old saving, "caveat emptor (buyer/reader beware)."

Gottfried, please double check my numbers.

Threaders, want some interesting comparisons, just compare
the 1996 BTB against the Price increases from July 1996-August 1997
highs.

Is there any rationale for price increases with low BTB # and EPS #?

Paul V.
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