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

To: Nancy who wrote (64776)	7/9/2002 11:26:56 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Nancy, re >in past cycles the prices went a lot lower than the current trough. current bookings are worse than 1998, and amat was between 5 and 7 bucks at the bottom of 1998.< prices went a lot lower - correct current bookings are worse - not so, they're higher than the '98 trough look at AMAT vs bookings suite101.com now look for a bookings bar in Feb '99 about as high as the bar for May '02. From the chart eyeball AMAT price then. A little below 20, isn't it? About the same as now. This is something I had not looked at before. Thanks for the inspiration. Below are monthly prices for that period. You can see today's price is not far above those and Applied is in much better shape now, just judging by their backlog. Backlog in '99 was about a billion and is over 3 billion now. Here's a backlog chart suite101.com To summarize: today's price is not far above the price in Feb '99 when SEMI bookings were just a little lower than in May '02. Today Applied has almost 3x the backlog it had in Feb '99. Nancy, thanks again! Date Open High Low Close Oct 98 6.09 9.16 5.89 8.67 Nov 98 8.50 10.47 8.22 9.69 Dec 98 9.38 10.86 9.33 10.67 Jan 99 10.72 16.02 10.72 15.80 Feb 99 16.00 16.03 13.83 13.91 Mar 99 14.20 15.94 13.63 15.42