Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Judy who wrote (29385)	4/5/1999 9:29:00 PM
From: Gottfried	Read Replies (2) of 70976

Judy, re >it seems that AMAT may not peak this cycle until August or so.< Yes, this is what would happen if history [the past cycle] repeats. I have a suspicion that the present cycle for semi equip orders may develop differently. Orders may increase more slowly - or even stay flat - until a steeper increase in order rate resumes. So the order peak may be later than September. This is just my guess. Here's the link to the chart for reference. geocities.com Gottfried

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next