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

To: brunn who wrote (41851)	2/2/2001 2:33:44 PM
From: Jerome	Respond to of 70976

Short term outperformance does not guarantee future results in this sector. Nothing is guaranteed any time. I don't use five year charts for the simple reason that whatever AMAT or NVLS did a year or so ago has absolutely no bearing on what they are going to do over the next six months. But whatever attitudes prevail about a stock for the past 60 to 90 days will influence the price for the near term. These attitudes may be correct or incorrect but they will move the stock one way or the other. Right now the attitude toward AMAT is quite negative.(IMO) Because I trade options these current attitudes are what I try to interpret. Regards, Jerome

To: brunn who wrote (41851)	2/2/2001 6:24:47 PM
From: brushwud	Respond to of 70976

I excluded LRCX as they have had significantly more difficulty with the previous downturns, making their chart far inferior. LRCX also had a significant change in management during the interval you plotted. If you cut the interval in half, LRCX looks a lot better.