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


To: etchmeister who wrote (17181)1/13/2006 11:49:09 AM
From: Gottfried  Respond to of 25522
 
even though he raised to 4% he's still at the low end of estimates.



To: etchmeister who wrote (17181)1/13/2006 12:16:38 PM
From: Gottfried  Read Replies (2) | Respond to of 25522
 
etch, a reminder that price has anticipated orders peak by up to 6 months in the past.

home.comcast.net

In early 2001 price peaked because investors expected a V shaped orders recovery [that's my guess]. When that didn't materialize, price plunged.

Now the emphasis seems to be on anticipating the orders peak way ahead of time.