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

To: Return to Sender who wrote (15112)	5/25/2005 4:56:30 PM
From: The Ox	Respond to of 25522

stockcharts.com[w,a]walayiay[pb50!b200!f][vc60]&pref=G Compare the above Sox chart to Cary's table. Look at the last couple of columns and see where the bookings fall for 3 straight quarters. Ignore the data from 2001, since this was after the massive overbuilding from 2000, and start with the first quarter of 2003. This was a great time to buy and nice profits were had by anyone purchasing then. Bookings fell from 3500 to 2300 (-35%) during this period and buying in advance of the turn was very profitable. Next, look at where we are now. Bookings have fallen from $4800 in Q2 04 to $2900 in Q1 05 (-40%). I suggest that we may be seeing the recent strength in this sector using a similar approach to that of Q1 03. Buying in advance of the turn has been a tradition in this sector. Like you said, RtS, if you believe the industry will improve in late 2005 or early 2006 then you need to consider buying in now. jmo mh