Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 265.39

+4.2%

Dec 2 3:59 PM EST

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To: Jacob Snyder who wrote (24363)	9/17/1998 7:59:00 AM
From: Tejman	Read Replies (1) of 70976

JS, Its strange or just a coincidence, but I have been thinking on the same lines(since the EPS of Intel is rounded upwards). Unfortunately back in 96 I had Intel shares but it kept going down till it bottomed at $50. It started slowly during the summer of 96. Then around end Nov it reached $87 when Kurklac was still very negative on Semi's, I therefore panicked & sold it (My biggest mistake as it went to $150 pre/split only 10/11 months later). After having sold Intel I followed AMAT very carefully it was still at $25/26 around Jan 97. It started slowly around March it was $36 when I got in, but thereafter it started real upwards. The point is when Companies like Intel say the demand is increasing, there is was lag of about 3 months before AMAT stabalized on a price level and a lag of 7/8 months before it lifts off from this platform. The demand in equipment lags by few months the demand of Semi's. This was the history of 96, I personally don't tend to draw any conclusions from it as Intels demand can be temporary and the whole situation is different & 7/8 months is a long time.

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