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

To: Gottfried who wrote (5102)	1/22/2003 2:08:47 PM
From: Paul V.	Read Replies (1) \| Respond to of 25522

Gottfried, It appears from looking at the data that when booking intersect the billings and break to the upside that price has followed after the bottom of the bookings have been reached. Additionally, it appears that from previous years that this is part of the cycle when movement is to the upside. If I recall correctly from the past, AMAT has always had layoffs and all the negatives reflected when the update of bookings has occurred. The question is, will it be true this time as in the past? The orders of the SEMI's for Dec, 02 (preliminary data) is continuing to be up since October along with the BTB numbers from .78 to Dec. .98. Then, IBD has INTC with as of yesterday close at a price of 16.29, Oveall ranking of 46(D), EPS of 43, RS of 17 out with 99 high, Ind. Strng Rating of 67(A-) with 197 being the low, ROE of B, Accumulation of B-, intc relationship with 127 stocks in its sub sector of semi manufacturers of a overall ranking of 48 of 127, fundamental rank of 65 of 127, attractive rating of 37 of 127. (CREE is ranked 5 of 127 the semi manufacturers of stocks above $10.) IBD has AMAT with as of yesterday close at a price of 13.52, Oveall ranking of 31(D-), EPS of 65, RS of 16 out with 99 high, Ind. Strng Rating of 166(D-) with 197 being the low, ROE of C, Accumulation of C+, intc relationship with 127 stocks in its sub sector of semi manufacturers a overall ranking of 18 of 63, fundamental rank of 18 of 63, attractive rating of 25 of 63. (KLAC is ranked 3 of the semi manufacturers of stocks above $10.) From the above we see that the semimanufacturing sector is just under the overbought area of approx.66% on the bull shaped while the semi equipment makers is in the oversold area of approx. 16% of 197 subsectors. In other words, IMO, it appears that the semi manufacturers are what has been holding up the DW Semi bull percentages which as of yesterday's close has a DW 48%. Qcom on the IBD data has the strongest numbers followed by CSCO. As of yesterdays data it appears that there has been very little movement in the average of the DW bull shaped curve. Last week the data was at approx. 50.6% mean. Steel is the only DW sector in the oversold area of 28%. with bpbiom, bpprot, bpinet, bplati at the 34%, and bpchem, bpcomp at the 38%. If I were looking to buy at this point I would probably look at the biogenetic sector (AMGN) What stocks are you looking at? Paul