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


To: Paul V. who wrote (59464)1/26/2002 4:56:25 PM
From: Paul V.  Respond to of 70976
 
Threaders, compare my previous post of prices with BTB,
Orders and shipment numbers. Then, compare the PE to prices
and BTB, Orders, and Shipment numbers.

Considering the cycles and previous prices is AMAT
overpriced at this time. I don't believe it is.

Just my opinions.

Paul

MNTH Ordrs Shpmt Act BTB
JAN'96
FEB'96 1687 1243 1.1
MAR'96 1447 1256 1.15
APR'96 1361 1354 1.01
MAY'96 1187 1366 0.87
JU'96 1175 1354 0.87
JLY'96 992 1311 0.76
AUG'96 882 1248 0.71
SPT'96 778 1119 0.7
OCT'96 833 1072 0.78
NOV'96 952 1062 0.9
DEC'96 1078 1069 1.01
JAN'97 1116 1034 1.08
FEB'97 1101 1029 1.07
MAR'97 1265 1102 1.15
APR'97 1386 1261 1.1
MAY'97 1421 1299 1.09
JU'97 1487 1375 1.07
JLY'97 1659 1476 1.12
AUG'97 1400.5 1536 1.1
SEP'97 1468.5 1672 1.06
OCT'97 1518 1793 1.02 split
NOV'97 1595.1 1598 1
DEC'97 1589 1559 0.99
JAN'98 1515.7 1458 0.93
FEB'98 1382.5 1369 0.9
MAR'98 1240.1 1370 0.82
APR'98 1136.9 1416 0.78
MAY'98 1107.1 1361 0.81
JU'98 932.7 1265.5 0.74
Jly'98 717.6 1112.1 0.65
AUG'98 571.6 1011.8 0.57
SEP'98 481.3 845.7 0.57
OCT'98 638 852.3 0.75
NOV'98 767.2 913.6 0.84
DEC'98 883.4 920.9 0.96
JAN'99 996.7 890 1.12
FEB'99 1028.8 845 1.22
MAR'99 1256.9 943.5 1.33
APR'99 1405.1 1099.1 1.28
MAY'99 1514.2 1216.7 1.24
JU'99 1560.5 1288.3 1.21
JLY'99 1530.9 1375.2 1.11
AUG'99 1565.1 1440.7 1.09
SEP'99 1502.2 1406.5 1.07
OCT'99 1592 1465 1.09
NOV'99 1694.5 1528.5 1.11
DEC'99 1907.9 1597.9 1.19
JAN'00 2227.3 1603.5 1.39
FEB'00 2301.5 1564.3 1.44
MAR'00 2546.5 1744.9 1.46
APR'00 2715.7 1991.4 1.36
MAY'00 2778.3 2157.7 1.29
JU'00 2858.8 2259.6 1.27
JLY'00 2901.5 2373 1.22
AUG'00 2984.1 2431 1.23
SEP'00 2887.6 2475.9 1.17
OCT.00 29930 2573.8 1.16
NOV.00 2707.3 2422.3 1.12
Dec.00 2372.3 2389.5 0.99
JAN.01 1854.2 2308.4 0.8
FEB'01 1610.9 2279.3 0.71
MAR'01 1197.3 2020.2 0.59
APR'01 721.3 1654.8 0.44
MAY'01 723.4 1461.8 0.49
JU'01 730.7 1359.8 0.54
Jly'01 768.9 1191.7 0.65
AUG'01 714.6 1143.7 0.62
SEP'01 614 960.7 0.64
OCT. 01 644.4 895.5 0.72
NOV. 01 609.3 829.5 0.73
Dec. 01 652.4 834.9 0.78
Jan 02



To: Paul V. who wrote (59464)1/26/2002 5:11:47 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Paul, thank you for your effort. I find it too hard to compare from a table. A chart makes it easier for me.

suite101.com

suite101.com

Gottfried