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

To: Paul V. who wrote (44538)	3/25/2001 10:55:10 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Paul. updated charts are in 3 places now. Geocities no longer lets you view individual links to *.gif files, though. geocities.com Then I have them in my Yahoo briefcase, from where you can e-mail the links to yourself or view the charts there briefcase.yahoo.com Finally, they are also at Suite101, but that needs more work. I sure don't expect a 10-bagger. Gottfried let me know if you see mistakes

To: Paul V. who wrote (44538)	3/26/2001 10:19:35 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Paul, [edited] replying to your post on the CSCO thread. You said... Can I deduce from what you have said,"Paul, AMAT's equipment takes a long time to build, install and get running, so companies that look to next year might order soon. Customers can delay ordering equipment from CSCO until shortly before they need it. So I think AMAT will lead and there's more time to buy CSCO," that AMAT will not hit the lows that we have anticipated based on the BTB and that CSCO can post a turnaround quicker? Looking at our charts we should have hit the lows in July/August coming. Semi equipment bookings low by July [reported in August] is pretty much consensus now. How that relates to AMAT stock price from now till then is not clear. I still think we have seen the stock price low in Dec. But, looking at price vs bookings, the two past cycles charted showed another price drop when btb hit the low. I have no data for CSCO, but my guess is it could drop further. It has not established a trading band. From another post... >I was looking for a Cisco inventory number for Solectron and I believe it's over 2 billion dollars. When I confirm, I'll post< Message 15563463 Check this guy's profile. He's in the biz and seems reliable. The actual number is less important than the fact there is an inventory issue between CSCO and ECMs. Gottfried