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

To: Gottfried who wrote (60673)	2/16/2002 10:12:21 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried, DW data ending on Friday, 2/15. Notice that not much has changed. What is interesting is the sectors in the overbought area They are gradually getting feweer and fewe while Tech sector are 40 percentage or less. It will be interesting when the rotation sets in from those at the top to those at the bottom. Paul Just my opinions. Changes Changes Changes Changes Changes Changes Changes 1/11/02 1/15/02 1/22/02 1/29/02 2/05/02 2/12/02 2/15/04 10week 76 10week 67 10week 58 10week 56 10week 54 10week 57 10week 58 30nyse 61 30nyse 59 30nyse 57 30nyse 55 30nyse 56 30nyse 58 30nyse 61 30OTC 61 30OTC 59 30OTC 54 30OTC 54 30OTC 52 30OTC 51 30OTC 50 bpaero 59 bpaero 61 bpaero 60 bpaero 68 bpaero 68 bpaero 67 bpaero 67 bpauto 70 bpauto 66 bpauto 66 bpauto 70 bpauto 70 bpauto 70 bpauto 72 bpbank 71 bpbank 72 bpbank 72 bpbank 72 bpbank 72 bpbank 72 bpbank 74 bpbiom 56 bpbiom 53 bpbiom 45 bpbiom 42 bpbiom 35 bpbiom 33 bpbiom 35 bpbuil 71 bpbuil 70 bpbuil 71 bpbuil 72 bpbuil 74 bpbuil 74 bpbuil 74 bpbusi 62 bpbusi 64 bpbusi 62 bpbusi 64 bpbusi 64 bpbusi 62 bpbusi 62 bpchem 61 bpchem 55 bpchem 50 bpchem 48 bpchem 51 bpchem 57 bpchem 59 BPCOMP 60 BPCOMP 58 BPCOMP 53 BPCOMP 50 BPCOMP 43 BPCOMP 40 BPCOMP 40 bpdrug 59 bpdrug 54 bpdrug 49 bpdrug 48 bpdrug 41 bpdrug 40 bpdrug 41 bpelec 58 bpelec 55 bpelec 50 bpelec 48 bpelec 44 bpelec 38 bpelec 37 bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro bpeuti 49 bpeuti 50 bpeuti 50 bpeuti 50 bpeuti 47 bpeuti 45 bpeuti 45 bpfina 60 bpfina 59 bpfina 60 bpfina 62 bpfina 55 bpfina 54 bpfina 54 bpfood 63 bpfood 63 bpfood 60 bpfood 64 bpfood 64 bpfood 60 bpfood 61 bpfore 48 bpfore 47 bpfore 43 bpfore 48 bpfore 44 bpfore 48 bpfore 50 bpgame 72 bpgame 70 bpgame 70 bpgame 64 bpgame 66 bpgame 63 bpgame 64 bpguti 52 bpguti 52 bpguti 51 bpguti 46 bpguti 42 bpguti 40 bpguti 40 bpheal 62 bpheal 62 bpheal 59 bpheal 56 bpheal 52 bpheal 50 bpheal 50 bphous 65 bphous 68 bphous 66 bphous 68 bphous 60 bphous 56 bphous 57 bpinet 46 bpinet 47 bpinet 43 bpinet 42 bpinet 35 bpinet 31 bpinet 32 bpinsu 58 bpinsu 60 bpinsu 57 bpinsu 60 bpinsu 53 bpinsu 55 bpinsu 63 bplati 28 bplati 34 bplati 34 bplati 42 bplati 43 bplati 43 bplati 43 bpleis 61 bpleis 60 bpleis 59 bpleis 60 bpleis 55 bpleis 54 bpleis 55 bpmach 60 bpmach 57 bpmach 55 bpmach 54 bpmach 50 bpmach 49 bpmach 48 bpmedi 69 bpmedi 66 bpmedi 60 bpmedi 58 bpmedi 51 bpmedi 49 bpmedi 48 bpmeta 63 bpmeta 62 bpmeta 60 bpmeta 62 bpmeta 58 bpmeta 56 bpmeta 56 bpnyse 58 bpnyse 58 bpnyse 56 bpnyse 54 bpnyse 54 bpnyse 54 bpnyse 55 bpoil 78 bpoil 50 bpoil 48 bpoil 44 bpoil 39 bpoil 37 bpoil 38 bpoils 59 bpoils 57 bpoils 54 bpoils 58 bpoils 58 bpoils 56 bpoils 59 bpopti 64 bpopti 62 bpopti 57 bpopti 55 bpopti 51 bpopti 48 bpopti 49 bpotc 58 bpotc 59 bpotc 55 bpotc 73 bpotc 49 bpotc 46 bpotc 46 bpprec 64 bpprec 68 bpprec 72 bpprec 72 bpprec 80 bpprec 81 bpprec 81 bpprot 53 bpprot 53 bpprot 57 bpprot 56 bpprot 60 bpprot 57 bpprot 50 bpreal 72 bpreal 72 bpreal 73 bpreal 72 bpreal 73 bpreal 73 bpreal 72 bprest 71 bprest 71 bprest 71 bprest 72 bprest 76 bprest 76 bprest 78 bpreta 64 bpreta 64 bpreta 62 bpreta 64 bpreta 59 bpreta 58 bpreta 58 bpsavi 72 bpsavi 75 bpsavi 74 bpsavi 74 bpsavi 76 bpsavi 76 bpsavi 76 BPSEMI 69 BPSEMI 70 BPSEMI 45 BPSEMI 44 BPSEMI 40 BPSEMI 34 BPSEMI 37 bpsoft 60 bpsoft 61 bpsoft 54 bpsoft 54 bpsoft 46 bpsoft 40 bpsoft 39 bpstee 46 bpstee 48 bpstee 46 bpstee 48 bpstee 52 bpstee 52 bpstee 52 BPTELE 46 BPTELE 43 BPTELE 38 BPTELE 36 BPTELE 28 BPTELE 24 BPTELE 23 bptext 67 bptext 66 bptext 66 bptext 66 bptext 65 bptext 66 bptext 67 bptran 72 bptran 72 bptran 72 bptran 72 bptran 70 bptran 68 bptran 65 bpwall 73 bpwall 73 bpwall 69 bpwall 56 bpwall 49 bpwall 47 bpwall 45 bpwast 68 bpwast 66 bpwast 64 bpwast 64 bpwast 55 bpwast 52 bpwast 53 HLnyse 84 HLnyse 86 HLnyse 77 HLnyse 74 HLnyse 74 HLnyse 66 HLnyse 67 HLotc 89 HLotc 90 HLotc 83 HLotc 73 HLotc 71 HLotc 57 HLotc 58 twotc 77 twotc 67 twotc 53 twotc 52 twotc 44 twotc 41 twotc 40 Changes Changes Changes Changes Changes Changes Changes 1/11/02 1/15/02 1/22/02 1/29/02 2/05/02 2/06/02 2/06/02 bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro HLotc 89 HLotc 90 HLotc 83 HLnyse 74 bpprec 80 bpprec 81 bpprec 81 HLnyse 84 HLnyse 86 HLnyse 77 bpsavi 74 bpsavi 76 bpsavi 76 bprest 78 bpoil 78 bpsavi 75 bpsavi 74 HLotc 73 bprest 76 bprest 76 bpsavi 76 twotc 77 bpwall 73 bpreal 73 bpotc 73 HLnyse 74 bpbuil 74 bpbuil 74 10week 76 bptran 72 bptran 72 bptran 72 bpbuil 74 bpreal 73 bpbank 74 bpwall 73 bpreal 72 bpprec 72 bprest 72 bpreal 73 bpbank 72 bpreal 72 bptran 72 bpbank 72 bpbank 72 bpreal 72 bpbank 72 bpauto 70 bpauto 72 bpsavi 72 bprest 71 bprest 71 bpprec 72 HLotc 71 bptran 68 HLnyse 67 bpreal 72 BPSEMI 70 bpbuil 71 bpbuil 72 bptran 70 bpaero 67 bptext 67 bpgame 72 bpgame 70 bpgame 70 bpbank 72 bpauto 70 HLnyse 66 bpaero 67 bprest 71 bpbuil 70 bpwall 69 bpauto 70 bpaero 68 bptext 66 bptran 65 bpbuil 71 bpprec 68 bptext 66 bphous 68 bpgame 66 bpgame 63 bpgame 64 bpbank 71 bphous 68 bphous 66 bpaero 68 bptext 65 bpbusi 62 bpinsu 63 bpauto 70 twotc 67 bpauto 66 bptext 66 bpfood 64 bpfood 60 bpbusi 62 BPSEMI 69 10week 67 bpwast 64 bpwast 64 bpbusi 64 bpreta 58 bpfood 61 bpmedi 69 bpwast 66 bpreta 62 bpreta 64 bpprot 60 30nyse 58 30nyse 61 bpwast 68 bptext 66 bpbusi 62 bpgame 64 bphous 60 HLotc 57 bpoils 59 bptext 67 bpmedi 66 bpmeta 60 bpfood 64 bpreta 59 bpprot 57 bpchem 59 bphous 65 bpauto 66 bpmedi 60 bpbusi 64 bpoils 58 bpchem 57 HLotc 58 bpreta 64 bpreta 64 bpfood 60 bpmeta 62 bpmeta 58 10week 57 bpreta 58 bpprec 64 bpbusi 64 bpfina 60 bpfina 62 30nyse 56 bpoils 56 10week 58 bpopti 64 bpfood 63 bpaero 60 bpleis 60 bpwast 55 bpmeta 56 bphous 57 bpmeta 63 bpopti 62 bpleis 59 bpinsu 60 bpleis 55 bphous 56 bpmeta 56 bpfood 63 bpmeta 62 bpheal 59 bpoils 58 bpfina 55 bpinsu 55 bpnyse 55 bpheal 62 bpheal 62 10week 58 bpmedi 58 bpnyse 54 bpnyse 54 bpleis 55 bpbusi 62 bpsoft 61 bpprot 57 bpwall 56 10week 54 bpleis 54 bpfina 54 bpleis 61 bpaero 61 bpopti 57 bpprot 56 bpinsu 53 bpfina 54 bpwast 53 bpchem 61 bpleis 60 bpinsu 57 bpheal 56 bpstee 52 bpwast 52 bpstee 52 30OTC 61 bpinsu 60 30nyse 57 10week 56 bpheal 52 bpstee 52 bpprot 50 30nyse 61 bpotc 59 bpnyse 56 bpopti 55 30OTC 52 30OTC 51 bpheal 50 bpsoft 60 bpfina 59 bpotc 55 30nyse 55 bpopti 51 bpheal 50 bpfore 50 bpmach 60 30OTC 59 bpmach 55 bpsoft 54 bpmedi 51 bpmedi 49 30OTC 50 bpfina 60 30nyse 59 bpsoft 54 bpnyse 54 bpchem 51 bpmach 49 bpopti 49 BPCOMP 60 bpnyse 58 bpoils 54 bpmach 54 bpmach 50 bpopti 48 bpmedi 48 bpoils 59 BPCOMP 58 30OTC 54 30OTC 54 bpwall 49 bpfore 48 bpmach 48 bpdrug 59 bpoils 57 twotc 53 twotc 52 bpotc 49 bpwall 47 bpotc 46 bpaero 59 bpmach 57 BPCOMP 53 bpeuti 50 bpeuti 47 bpotc 46 bpwall 45 bpotc 58 bpelec 55 bpguti 51 BPCOMP 50 bpsoft 46 bpeuti 45 bpeuti 45 bpnyse 58 bpchem 55 bpeuti 50 bpstee 48 twotc 44 bplati 43 bplati 43 bpinsu 58 bpdrug 54 bpelec 50 bpfore 48 bpfore 44 twotc 41 bpdrug 41 bpelec 58 bpprot 53 bpchem 50 bpelec 48 bpelec 44 bpsoft 40 twotc 40 bpbiom 56 bpbiom 53 bpdrug 49 bpdrug 48 bplati 43 bpguti 40 bpguti 40 bpprot 53 bpguti 52 bpoil 48 bpchem 48 BPCOMP 43 bpdrug 40 BPCOMP 40 bpguti 52 bpoil 50 bpstee 46 bpguti 46 bpguti 42 BPCOMP 40 bpsoft 39 bpeuti 49 bpeuti 50 BPSEMI 45 BPSEMI 44 bpdrug 41 bpelec 38 bpoil 38 bpfore 48 bpstee 48 bpbiom 45 bpoil 44 BPSEMI 40 bpoil 37 BPSEMI 37 BPTELE 46 bpinet 47 bpinet 43 bplati 42 bpoil 39 BPSEMI 34 bpelec 37 bpstee 46 bpfore 47 bpfore 43 bpinet 42 bpinet 35 bpbiom 33 bpbiom 35 bpinet 46 BPTELE 43 BPTELE 38 bpbiom 42 bpbiom 35 bpinet 31 bpinet 32 bplati 28 bplati 34 bplati 34 BPTELE 36 BPTELE 28 BPTELE 24 BPTELE 23 BPALL SECV59 BPALL SECV58 BPALL SECV54 BPALL SECV57 BPALL SECV51 BPALL SECV49 BPALL SECV50

To: Gottfried who wrote (60673)	2/16/2002 10:20:49 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Gottfried, Yeah, AMAT'S backlog last quarter decreased from $2.73 billion to $2.68 billion with a breakdown that should look something like this: Beginning Backlog - add $2.73 billion Gross Orders - add $1.12 billion Shipments - subtract $1.0 billion Cancellations - subtract $123 million Currency Adjustments - subtract $41 million Perhaps more significant was that while gross orders were only up 2% sequentially, net orders (gross orders less adjustments and cancellations) were up 25% sequentially last quarter. BTB for gross orders was 1.1 BTB for net orders was 1.0 AdvocateDevil