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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (31094)6/19/1999 10:09:00 AM
From: marquis103  Read Replies (1) | Respond to of 70976
 
Gottfried. Once again, thanks for the charts. Looking closely at the KLIC price vs. SEMI orders chart, it shows that the last time semi orders were exactly at 1500, KLIC's price had fallen back to slightly under 30. If history repeats itself, we should be on the launch pad. As many of you have stated, it would seem the June quarter results, or at least the forward looking statements, will tell if we will have "deja vu all over again."

Russ



To: Gottfried who wrote (31094)6/19/1999 10:34:00 PM
From: Xpiderman  Read Replies (1) | Respond to of 70976
 
Gottfried,

Thanks for the KLAC vs. SEMI_Order chat( geocities.com ).

But the above chart shows KLAC is in 20s in May 1999, can you double check your spread sheet data, please?

Thanks,

XZ



To: Gottfried who wrote (31094)6/29/1999 3:48:00 PM
From: Michael Ohlendorf  Read Replies (1) | Respond to of 70976
 
Gottfried: Which SEMI stock would you currently buy ? I was looking at CYMI or ASML. I think in general the Semis already had a good run so the rising orders may already be reflected in the stock prices. Knowing that you are a Semi following pro which are your favorites right now or is it already too late to buy. Thanks !