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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (2364)	8/14/2002 1:41:05 AM
From: Gottfried	Read Replies (2) \| Respond to of 25522

Jerome, I agree a counter argument would be based on opinion, just like mlsoft's bearish opinion. He is a poster I respect, though. Zeev just posted that bookings had been hovering around $1B for a year. Here's the actual data. Bookings have gone from the low of $614M in Sept. to June's $1159M, almost double. Setting aside 'feelings', the trend should continue - after a brief flattening or small dip [this based on industry outlook as stated by analysts and CEOs AND historic precedent from 3 prior cycles]. How the stocks will respond if we're in a secular bear market, I don't know. All the prior data is bull market data. 2001 Jan01 2308 1854 0.80 FEB 2279 1611 0.71 March 2020 1197 0.59 April 1655 721 0.44 May 1462 723 0.49 June 1360 731 0.54 July 1192 769 0.65 August 1144 715 0.62 Sept 961 614 0.64 Oct 896 644 0.72 Nov 817 589 0.72 Dec 810 614 0.76 2002 Jan02 806 655 0.81 Feb 818 737 0.9 March 798 836 1.05 April 815 996 1.22 May 870 1105 1.27 June 906 1159 1.28 home.attbi.com