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

To: Gottfried who wrote (34636)	3/24/2000 3:39:00 PM
From: Lone Star	Read Replies (2) \| Respond to of 70976

As the article itself states, the ruling if implemented would have no affect on revenues, just the timing. Now, upon shipment, most companies invoice for 90% with the final 10% due upon customer acceptance. This generally occurs 3-8 months later, upon installation ( 1-3 months), startup, and acceptance( 1-3 months).

To: Gottfried who wrote (34636)	3/25/2000 9:50:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried, Jacob and threaders, Just returned from Nashville, Tenn after a weeks vacation. Following is the weekly DW sector and market data for the close of the days, 3/21/00. Note, that there are no sectors above the 70% (overbought) and that the number of sectors below the 50 percentile are greater in number. However, the leading indicators (10week, high/lows, options, and 30week) have all reversed up along with the NYSE. Only the OTC is in a column of "0's". However, the last of this week may have helped the OTC to reverse up. We will just have to wait and see Wednesday, 3/29. Check the bpbiom (biogentic) sector. Since the Semi's and the Biogenetic sectors are the most violatile just maybe we should take a look at AMGN or other biogenetic stock. What are your thoughts. 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 SCROLL TO THE RIGHT TO SEE ALL THE DATA Percent Percent Percent Percent Percent 2/22/00 2/29/00 3/7/00 3/14/00 3/21/00 10week 37.02 10week 35.84 10week 33.09 10week 30.82 10week 52.01 LEADING INDICATOR #1 30week 28.69 30week 29.23 30week 28.79 30week 29.65 30week 39.22 LEADING INDICATOR #4 bpaero 32.3 bpaero 37.7 bpaero 37.7 bpaero 47.5 bpaero 54.1 bpasia 49 bpasia 51 bpasia 54.9 bpasia 52.9 bpasia 51.9 bpauto 31.2 bpauto 33.3 bpauto 32.3 bpauto 31.5 bpauto 37 bpbank 18.1 bpbank 16.6 bpbank 13.6 bpbank 9.8 bpbank 20 bpbiom 84.5 bpbiom 86.2 bpbiom 75 bpbiom 25 bpbiom 14.9 bpbuil 30.2 bpbuil 29.7 bpbuil 29.7 bpbuil 27.1 bpbuil 36.8 bpbusi 46.5 bpbusi 46.3 bpbusi 48.4 bpbusi 49.1 bpbusi 45.2 bpchem 33.3 bpchem 31.3 bpchem 31.3 bpchem 29.2 bpchem 33.3 bpcomp 62.2 bpcomp 63.6 bpcomp 64.7 bpcomp 56.9 bpcomp 41.9 bpdrug 69.3 bpdrug 63.4 bpdrug 65.2 bpdrug 43.2 bpdrug 40.2 bpelec 61.3 bpelec 38.2 bpelec 66.9 bpelec 59.3 bpelec 44.3 bpeuro 57.1 bpeuro 57.1 bpeuro 62.9 bpeuro 58.3 bpeuro 50 bpeuti 28.4 bpeuti 37.9 bpeuti 27 bpeuti 27 bpeuti 28.4 bpfina 29.2 bpfina 28.1 bpfina 32.3 bpfina 30.2 bpfina 36.5 bpfood 33.6 bpfood 34.2 bpfood 34.2 bpfood 32.2 bpfood 38.2 bpfore 30.6 bpfore 30.6 bpfore 32.7 bpfore 29.2 bpfore 52.1 bpgame 48.8 bpgame 48.8 bpgame 45 bpgame 43.9 bpgame 43.9 bpguti 43.1 bpguti 38 bpguti 38.6 bpguti 38.6 bpguti 40.4 bpheal 64 bpheal 61.8 bpheal 62.5 bpheal 53.8 bpheal 46.6 bphous 38.6 bphous 37.4 bphous 42 bphous 37.2 bphous 43.8 bpinet 43.07 bpinet 48.35 bpinet 53.96 bpinet 50.14 bpinet 22.37 bpinsu 23.8 bpinsu 20 bpinsu 19.9 bpinsu 19.3 bpinsu 32.9 bplati 63.5 bplati 59.6 bplati 63.5 bplati 57.1 bplati 51.9 bpleis 39.8 bpleis 39.2 bpleis 38.5 bpleis 38.5 bpleis 38.8 bpmach 38.9 bpmach 33.7 bpmach 36.8 bpmach 37.91 bpmach 38.9 bpmedi 35.4 bpmedi 33.7 bpmedi 32.3 bpmedi 35.5 bpmedi 41.9 bpmeta 38.9 bpmeta 29.2 bpmeta 33.3 bpmeta 29.3 bpmeta 36.1 bpnyse 32.4 bpnyse 31.4 bpnyse 33.5 bpnyse 32.7 bpnyse 39.4 NEW YORK STOCK EXCHG. bpoil 48.1 bpoil 45.1 bpoil 56.4 bpoil 56.4 bpoil 61.2 bpoils 52.5 bpoils 55 bpoils 65 bpoils 63.8 bpoils 58.8 bpopti 40.78 bpopti 43.14 bpopti 45.34 bpopti 35.09 bpopti 49.17 LEADING INDICATOR #2 bpotc 50.1 bpotc 54 bpotc 55 bpotc 44.1 bpotc 35.1 OVER-THE-COUNTER bpprec 30.2 bpprec 27.9 bpprec 27.9 bpprec 27.9 bpprec 27.9 bpprot 52.9 bpprot 61.8 bpprot 52.9 bpprot 55.9 bpprot 50 bpreal 31 bpreal 29.1 bpreal 28.2 bpreal 27.2 bpreal 27.9 bprest 32.1 bprest 28.2 bprest 31.2 bprest 33.8 bprest 37.7 bpreta 30 bpreta 28.6 bpreta 32.1 bpreta 34.1 bpreta 47.3 bpsavi 19.3 bpsavi 17.2 bpsavi 17.4 bpsavi 16.7 bpsavi 20 bpsemi 69.9 bpsemi 77.4 bpsemi 88.2 bpsemi 60.2 bpsemi 32.3 bpsoft 59.6 bpsoft 63.1 bpsoft 68.2 bpsoft 65.8 bpsoft 38.8 bpstee 36.6 bpstee 29.3 bpstee 27.5 bpstee 25 bpstee 30.8 bptele 59.5 bptele 68.5 bptele 71.6 bptele 59.6 bptele 39.4 bptext 28.6 bptext 28.6 bptext 30.1 bptext 32.9 bptext 36.3 bptran 30.1 bptran 27.7 bptran 26.8 bptran 25 bptran 32.9 bpwall 32 bpwall 38 bpwall 50 bpwall 56.9 bpwall 61.5 bpwast 53.7 bpwast 53.7 bpwast 53.79 bpwast 55.6 bpwast 46.3 HiLo 25.76 HiLo 20.29 HiLo 29.24 HiLo 30.46 HiLo 42.16 LEADING INDICATOR #3 NUMERICAL ORDER BELOW Percent Percent Percent Percent Percent 2/22/00 2/22/00 3/7/00 3/14/00 3/21/00 bpbiom 84.5 bpbiom 86.2 bpsemi 88.2 bpsoft 65.8 bpwall 61.5 bpsemi 69.9 bpsemi 77.4 bpbiom 75 bpoils 63.8 bpoil 61.2 bpdrug 69.3 bptele 68.5 bptele 71.6 bpsemi 60.2 bpoils 58.8 bpheal 64 bpcomp 63.6 bpsoft 68.2 bptele 59.6 bpaero 54.1 bplati 63.5 bpdrug 63.4 bpelec 66.9 bpelec 59.3 bpfore 52.1 bpcomp 62.2 bpsoft 63.1 bpdrug 65.2 bpeuro 58.3 10week 52.01 LEADING INDICATOR #1 bpelec 61.3 bpprot 61.8 bpoils 65 bplati 57.1 bplati 51.9 bpsoft 59.6 bpheal 61.8 bpcomp 64.7 bpwall 56.9 bpasia 51.9 bptele 59.5 bplati 59.6 bplati 63.5 bpcomp 56.9 bpprot 50 bpeuro 57.1 bpeuro 57.1 bpeuro 62.9 bpoil 56.4 bpeuro 50 bpwast 53.7 bpoils 55 bpheal 62.5 bpprot 55.9 bpopti 49.17 LEADING INDICATOR #2 bpprot 52.9 bpotc 54 bpoil 56.4 bpwast 55.6 bpreta 47.3 bpoils 52.5 bpwast 53.7 bpotc 55 bpheal 53.8 bpheal 46.6 bpotc 50.1 bpasia 51 bpasia 54.9 bpasia 52.9 bpwast 46.3 bpasia 49 bpgame 48.8 bpinet 53.96 bpinet 50.14 bpbusi 45.2 bpgame 48.8 bpinet 48.35 bpwast 53.79 bpbusi 49.1 bpelec 44.3 bpoil 48.1 bpbusi 46.3 bpprot 52.9 bpaero 47.5 bpgame 43.9 bpbusi 46.5 bpoil 45.1 bpwall 50 bpotc 44.1 bphous 43.8 bpguti 43.1 bpopti 43.14 bpbusi 48.4 bpgame 43.9 HiLo 42.16 LEADING INDICATOR #3 bpinet 43.07 bpleis 39.2 bpopti 45.34 bpdrug 43.2 bpmedi 41.9 bpopti 40.78 bpelec 38.2 bpgame 45 bpguti 38.6 bpcomp 41.9 bpleis 39.8 bpwall 38 bphous 42 bpleis 38.5 bpguti 40.4 bpmeta 38.9 bpguti 38 bpguti 38.6 bpmach 37.91 bpdrug 40.2 bpmach 38.9 bpeuti 37.9 bpleis 38.5 bphous 37.2 bptele 39.4 bphous 38.6 bpaero 37.7 bpaero 37.7 bpmedi 35.5 bpnyse 39.4 NEW YORK STOCK EXCHG. 10week 37.02 bphous 37.4 bpmach 36.8 bpopti 35.09 30week 39.22 LEADING INDICATOR #4 bpstee 36.6 10week 35.84 bpfood 34.2 bpreta 34.1 bpmach 38.9 bpmedi 35.4 bpfood 34.2 bpnyse 33.5 bprest 33.8 bpsoft 38.8 bpfood 33.6 bpmedi 33.7 bpmeta 33.3 bptext 32.9 bpleis 38.8 bpchem 33.3 bpmach 33.7 10week 33.09 bpnyse 32.7 bpfood 38.2 bpnyse 32.4 bpauto 33.3 bpfore 32.7 bpfood 32.2 bprest 37.7 bpaero 32.3 bpnyse 31.4 bpmedi 32.3 bpauto 31.5 bpauto 37 bprest 32.1 bpchem 31.3 bpfina 32.3 10week 30.82 bpbuil 36.8 bpwall 32 bpfore 30.6 bpauto 32.3 HiLo 30.46 bpfina 36.5 bpauto 31.2 bpbuil 29.7 bpreta 32.1 bpfina 30.2 bptext 36.3 bpreal 31 bpstee 29.3 bpchem 31.3 30week 29.65 bpmeta 36.1 bpfore 30.6 30week 29.23 bprest 31.2 bpmeta 29.3 bpotc 35.1 OVER-THE-COUNTER bpprec 30.2 bpmeta 29.2 bptext 30.1 bpfore 29.2 bpchem 33.3 bpbuil 30.2 bpreal 29.1 bpbuil 29.7 bpchem 29.2 bptran 32.9 bptran 30.1 bptext 28.6 HiLo 29.24 bpprec 27.9 bpinsu 32.9 bpreta 30 bpreta 28.6 30week 28.79 bpreal 27.2 bpsemi 32.3 bpfina 29.2 bprest 28.2 bpreal 28.2 bpbuil 27.1 bpstee 30.8 30week 28.69 bpfina 28.1 bpprec 27.9 bpeuti 27 bpeuti 28.4 bptext 28.6 bpprec 27.9 bpstee 27.5 bptran 25 bpreal 27.9 bpeuti 28.4 bptran 27.7 bpeuti 27 bpstee 25 bpprec 27.9 HiLo 25.76 HiLo 20.29 bptran 26.8 bpbiom 25 bpinet 22.37 bpinsu 23.8 bpinsu 20 bpinsu 19.9 bpinsu 19.3 bpsavi 20 bpsavi 19.3 bpsavi 17.2 bpsavi 17.4 bpsavi 16.7 bpbank 20 bpbank 18.1 bpbank 16.6 bpbank 13.6 bpbank 9.8 bpbiom 14.9