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To: Gottfried who wrote (3722)4/3/2000 1:22:00 AM
From: Red Dragon  Read Replies (2) | Respond to of 5482
 
Great, thanks! Any chance of also plotting AMAT against shipments (since AMAT has existed for a longer period), or perhaps just simply plotting shipments themselves over many years/decades to get an even longer view of the industry cycles.

FWIW, this long term graph from Yahoo sure seems to support the 2 year cycle theory.

Of course, as this thread has noted, "past performance is no guarantee of future success (or forecasting)"

finance.yahoo.com