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

To: michael97123 who wrote (45526)	4/18/2001 12:08:44 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Mike, you're a hoot >my new best friend JJ of SSB< It's not over, but a base is building. G.

To: michael97123 who wrote (45526)	4/18/2001 1:00:12 PM
From: Kirk ©	Respond to of 70976

I said awhile back that the sign of a bottom has often been layoffs. AMAT first announced reduced hours late last year... and we bottomed (but many of you didn't believe me when I guessed this!). It would be really interesting to see layoff announcements charted vs stock price someday... but I think even Gottfried would find that one hard to do! Agilent up about 30% in a few days! 8) stockcharts.com AMAT - HUGE breakout of past trading range stockcharts.com VERY interesting that we bottomed about 5 months AHEAD of ANY fundamentals and just the past few days we have seen signs that the fundamentals are bottoming. Perhaps LRCX CC where Bagley suggested orders the next 2 quarters would be anemic, but higher? Maybe a true bottom in fundamentals will come in the next week and the 6 month ahead of fundamentals rule of thumb will still hold? Kirk out