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

To: Gottfried who wrote (39752)	11/16/2000 12:48:03 PM
From: Joseph Beltran	Read Replies (2) \| Respond to of 70976

Article on semi-conductor equipment companies. AMAT featured. cnbc.com

To: Gottfried who wrote (39752)	11/16/2000 1:34:29 PM
From: Thomas DeGagne	Read Replies (2) \| Respond to of 70976

Thank you for the linear chart Gottfried. >http://www.geocities.com/gottfried/SEMIbacklinear.gif It appears that there is no precidant for the fall in AMAT's price during a dramatic rise in cumulative backlog. The closest comparison might be late '97 but backlog had not created new highs. In late '95 AMAT did not have a dramatic fall until after backlog began to drop. This cycle is very different from the last one. I can't believe we will be returning to near zero backlog two years into this cycle. This must be a buying opportunity. Too bad my portfolio has been decimated. Another margin call today because of PMCS!