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

To: Paul V. who wrote (59473)	1/26/2002 5:42:40 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Paul, re >I would like to see comparisons of AMAT with the Orders, Shipment, BTB and prices on a monthly basis for the last two cycles. It probably would be of value to the "Doubting Thomas" whether AMAT is overvalued at this point.< Well, 2 out of 3 ain't bad. I have btb vs price and orders vs price charted. SEMI orders, that is. btb vs price suite101.com orders vs price suite101.com This has been available to all, even the doubting Thomases, for some time, so I don't think it will change their minds. They think orders will remain flat much longer - or even drop. Who knows - they may be right. After all, a year ago most here believed orders would reverse up in just a few months. We were wrong. Gottfried