Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Ed Wheless who wrote (29714)	4/26/1999 10:43:00 PM
From: Gottfried	Read Replies (2) of 70976

Ed, re >In both '95 & '97 a leading indicator was MU dropping in price due to over capacity...< Here's the comparison chart you speak of... techstocks.com Yes, I'm concerned but hope one of the alpha bulls can explain this away.<g> You are familiar with the relationship between SEMI orders and price? I think orders have to rise a bit more before they turn down again. But I put little faith in the analysts' expectation the upturn will last for two more years. I've heard that song too often and it has usually been wrong. geocities.com Gottfried

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