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

To: Tony Viola who wrote (36101)	7/28/2000 12:55:36 AM
From: Gottfried	Respond to of 70976

Tony, it all sounds great but will the big money believe it. I've made another chart so we can look at the '95 - '98 time frame only. We had two SEMI order peaks and price peaked between 7 and 2 months before each order peak. The '98 order peak was a 'surprise', so stocks only declined about 2 months before. Note that monthly orders are charted when announced. geocities.com This time it may be different still. Gottfried

To: Tony Viola who wrote (36101)	7/28/2000 10:44:12 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

Just had a horrible thought: what if Cisco announces problems with getting enough semiconductors! Would hope they already would have pre-announced this fact. Anyway more mundane on AMAT. My order for 72 did not execute this morning, and stock after touching 72 is now trading at 73.5. This is what you predicted would happen. Could signal market turn? I did get lucky with LSI though. My order at 42 didnt execute. When market closed and stock tanked the other day I tried to pick some up at 40.5 in aftermarket and missed by a teenie. Bought some at 32 the following morning. Am I a genius or what???