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

To: Steve Rolfe who wrote (32114)	8/19/1999 1:35:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Steve, re >historically the orders pick up dramatically over the next 2 quarters, although past performance is no guarantee of future < The chart below shows SEMI, not AMAT, orders. But they track somewhat. There are only two order peaks shown. Price has turned down more than a month before orders peaked. We should have another data point in a day or so. Maybe we get an orders curve like in 1995 where it flattened before resuming its rise. geocities.com Gottfried