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

To: Paul V. who wrote (32573)	9/23/1999 1:51:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried and threaders, Sorry about the previous spreadsheet screw up. Following is the tabulation of 1996 to 1999 AMAT Orders, Shipment, BTB, IBD Price Range, IBD R/S, and IBD Industry Price Ranking. The positive is that when comparing AMAT with last years Aug and Sept BTB of .57 the percentage increase is great at 1.08 BTB. However, the Orders, Shipments, and BTB is down from July and Aug. 1997. IMO, Thursday, today, the market will now look at AMAT and either see the glass half full or half empty. However, since we are sure that the market saw this data last week and it did not sell off we may have a positive reaction. We will just have to wait and see. Tito, Gottfried, John L. and Big Bucks, so you have any reaction to the BTB and foreward projections. Naturally, the above is only my opinions and the data which I have reviewed from the Dorsey Wright site, IBD and SEMI sites. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)." Paul 1996/99 YEARS MTH Ords Shpmnt BTB Prc Rng R/S Ind. Pr Rk JAN'96 (Low # best) FEB'96 1687 1243 1.1 MAR'96 1447 1256 1.15 APR '96 1361 1354 1.01 MAY'96 1187 1366 0.87 JU'96 1175 1354 0.87 JLY'96 992 1311 0.76 22-25 <10 AUG'96 882 1248 0.71 23-27 <10 SEPT'96 778 1119 0.7 24-30 11-15 OCT'96 833 1072 0.78 26-30 11-27 NOV'96 952 1062 0.9 27-40 15-79 DEC'96 1078 1069 1.01 35-40 60-87 JAN'97 1116 1034 1.08 36-49 65-94 FEB'97 1101 1029 1.07 41-55 90-95 MAR'97 1265 1102 1.15 44-54 94-95 APR'97 1386 1261 1.1 45-55 94-96 MAY'97 1421 1299 1.09 56-72 95-97 JU'97 1487 1375 1.07 58-75 95-97 JLY'97 1659 1476 1.12 74-95 95-97 AUG'97 1400.5 1536 1.1 89-108 96-99 SEP'97 1468.5 1672 1.06 92-104 OCT'97 1518 1793 1.02 52-31(split) NOV'97 1595.1 1598 1 40-29 DEC'97 1589 1559 0.99 35-26 JAN'98 1515.7 1458 0.93 27-34 40-58 FEB'98 1382.5 1369 0.9 38-35 70-44 MAR'98 1240.1 1370 0.82 32-36 62-36 APR'98 1136.9 1416 0.78 39-34 60-44 MAY'98 1107.1 1361 0.81 39-31 42-22 192-19 JU'98 932.7 1265.5 0.74 26-32 20-28 Jly'98 717.6 1112.1 0.65 28-34 22-54 AUG'98 571.6 1011.8 0.57 37-25 38-56 SEP'98 481.3 845.7 0.57 23-27 38-50 OCT'98 638 852.3 0.75 22-36 40-65 NOV'98 767.2 913.6 0.84 33-43 62-86 123-10 DEC'98 883.4 920.9 0.96 38-47 92-96 9-2 JAN'99 996.7 890 1.12 46-64 94-96 2-5 FEB'99 1028.8 845 1.22 56-71 94-97 4-7 MAR'99 1256.9 943.5 1.33 55-67 95-97 5-7 APR'99 1405.1 1099.1 1.28 49-68 82-96 48-52 MAY'99 1514.2 1216.7 1.24 53-67 82-88 91-48 JUNE'99 1560.5 1288.3 1.21 57-75 86-94 91-14 JLY'99 1497.7 1343.2 1.11 71-79 88-92 91-19 AUG'99 1450.8 1339.4 1.08 63-79 88-93 73-30 SEP'99 68-84 84-94 27-10 OCT'99