Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

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3:59 PM EST

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To: Michael Ohlendorf who wrote (28350)	2/17/1999 9:54:00 AM
From: Paul V.	Read Replies (1) of 70976

Michael, You must all be completely nuts folks !! You must do the complete research of the SEMI's. IMO, it is not the past Fundamental which drives the SEMI's and especially the equipment makers but the perceived future earnings. Many of on this site have found that the TA analysis gives us a more accurate reading that the fundamental analysis. The BTB, Orders, and Shipment data which we post and Gottfried chart is probably the best indication of what the SEMI'S are doing. Just my opinions. Paul

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