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


To: Kirk © who wrote (38017)10/10/2000 11:43:39 AM
From: Tito L. Nisperos Jr.  Respond to of 70976
 
Hi Kirk, just to tell you I've been silently reading and enjoying all your Posts. This recent Analogy using the Theatre is Perfect!



To: Kirk © who wrote (38017)10/10/2000 11:50:36 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Kirk, updated SEMI equipment charts...

October 10.2000
the charts have been updated with the latest
SEMI ship/orders/btb data for August 2000.

ww semiconductor shipments vs SEMI orders
geocities.com

SEMI orders/shipments/btb
geocities.com
[comment: compare to year ago]

monthly ratio of SEMI orders to ww semiconductor shipments
geocities.com

monthly difference between SEMI orders and shipments
geocities.com
comment: this chart also show AMAT price through Sept
and AMAT backlog as reported in their 10Q

NOT updated – later. 
selected semi equipment stock prices vs SEMI orders
geocities.com
geocities.com
geocities.com
geocities.com

You can also go through Kirk's site for links.
pw2.netcom.com



To: Kirk © who wrote (38017)10/10/2000 1:17:41 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
Kirk,

It seems like they are pouring gasoline onto a fire in a movie theatre AFTER they yelled "Fire!" and then they line up outside ready to sell fire insurance and offer to represent the patrons in suing the movie theatre.

I agree completely with your assessment.

I think the new variable now is the shorts

I do not think this is a variable. Only about 14M shares short with 810M outstanding is not likely to cause any short squeeze.

BK