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

To: Gottfried who wrote (49224)7/16/2001 3:41:17 PM
From: Paul V.  Read Replies (4) | Respond to of 70976
 
Gottfried, It is interesting to compare your charts and my data with AMAT's price with orders, shipments and BTB numbers. I was talking yesterday with a VP at Firstar Bank. He informed me that their computers were a couple of years old and they are going to begin replacing them with new ones beginning in 2002. Naturally, this represents only one corporation. However, if Firstar represents the corporate environment then Computer, etc. sales, etc should increase greatly. I recall reading on one of the SI sites that the Y2K computer purchases should getting at the end of their 2-4 life cycle. Is this correct from an engineering standpoint?

Paul



To: Gottfried who wrote (49224)7/16/2001 4:56:12 PM
From: 16yearcycle  Read Replies (2) | Respond to of 70976
 
Just as a reminder, which since you bought you don't need, amat hit the 200 week ma again.this has been the absolutely best buy in point for 16 years: it has repeatedly been within 10% of the bottom, if not the bottom. I will also add although I didn't yet.


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