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

To: michael97123 who wrote (47359)	5/29/2001 4:03:05 PM
From: Michael Young	Read Replies (1) \| Respond to of 70976

You can only buy these semi equip stocks for longer term trades only when they reflect worst case type scenarios. At these levels AMAT and NVLS are reflecting the hope that the downfall will prove to be brief, if nasty. You have a situation where the stocks are trading as if a multi-year recovery was already underway. MIKE

To: michael97123 who wrote (47359)	5/29/2001 4:04:45 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Japanese PC Sales Brisk in the First Week of May May 28, 2001 (TOKYO) -- During the first week of May, which fell in the latter half of Japan's Golden Week holidays, sales volumes of both desktop PCs and notebook PCs gained largely. The PC sales in the first week of May 2001 (April 30 - May 6, 2001) increased 53.3 percent in units and 53.2 percent in value from the previous week. Compared to the same period last year (May 1-7, 2000), sales increased 12.1 percent in units and 10.8 percent in value. The average sales price dropped by 145 yen to 187,329 yen from 187,474 yen in the previous week. Notebook PC sales marked the third-highest record to date, following the first week of January and the forth week of March this year. During Golden Week, stores tried to pull customers by holding campaigns such like as selling a limited amount of products at special prices, and sold more than the previous year in volume. However, the business stays brisk only temporarily and the backlash of sales after the holidays is unavoidable. The results are according to the survey conducted by GfK Japan Ltd., an information service company which handles POS data of 3,200 large-volume retail stores of home appliances. Table: PC Sales in the First Week of May 2001 (GfK Japan survey) Comparison with the same week a year ago (May 1-7, 2000) Total Desktop PC Notebook PC Week-on-week comparison Year-before weekly comparison Week-on-week comparison Year-before weekly comparison Week-on-week comparison Year-before weekly comparison Volume +53.3% +12.1% +64.2% -6.5% +45.2% +35.0% Value 53.2% +10.8% +65.9% +2.2% +45.3% +18.0% Previous report:Sales of Notebook PCs Remain Same, Desktops Continue to Drop (Shinya Sakaki, Nikkei Market Access)