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

To: 16yearcycle who wrote (42994)	3/4/2001 5:50:00 PM
From: Gottfried	Respond to of 70976

Eugene, I just posted a reply to John C. and independently said nearly the same thing as you >one thing is sure: amat does not trade on fundamentals. If you don't know that, you can still do well, but not as well as if you flush much of the news as noise and simply go with a combination of ta, and guessing a bottom in book to bill.< Except I said 'orders', but in THIS cycle price has tracked btb better. Your comments about the big money's strategy are right on. AMAT price LT behavior is easier to predict than most stocks I've looked at, if you concentrate on the charts. Gottfried