Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (39935)	11/24/2000 10:01:07 PM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Being an Engineer, I look at this as an electrical AC wave. Big Bucks “BB” saw a typical 360 oscillation. During this oscillation, they watch it go up to the top, then foresaw it going down past the zero to a potential equal to the magnitude of the positive wave. Then it would have been a 360 when it returned to zero. This was based on the PC "past cycles" only one wave. But the BB did not foresee a second or even a third wave starting less than 90 degrees delayed from the first wave. This was the telecommunication wave. So when BB thought his first wave would go down and past zero, it did not, it just waited for the next 90 degrees wave to pick up the order demand. I believe AMAT will see orders from several different types of industries with wave impacting in delays from the PC wave. As with a standard AC wave, we will have a peek wave then the working power which is .707 of the peek. So if Peek was $115 than a working value of $ 81.30 is realistic value as a typical working power level. It's my best idea. Stan