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

To: Proud_Infidel who wrote (17347)	1/22/2006 7:48:33 PM
From: robert b furman	Read Replies (2) \| Respond to of 25522

HI Brian, This guy just doesn't get it. Capex has been constrained,for years now. To sell 6 months before the top is to say forget the last 300%! This boy just only knows it ain't no good or in alittle bit it it will crash. La Pedus what is that in a foreign language??GG Bob

To: Proud_Infidel who wrote (17347)	1/22/2006 8:04:17 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

Brian, if this 2H bookings slowdown materializes, there is barely time for a bookings blip like in 2002. home.comcast.net and in that case getting out 6 months ahead of the bookings peak might be prudent based on prior timing between price and bookings home.comcast.net but it all depends on... whether bookings will really begin declining in 2H2006 how investors will react [whether they believe this scenario and act on it] watching the weekly price chart may help stockcharts.com[w,a]waclyiay[de][pb30!d20,2!b10!f][vc60][iut!ub14!lah12,26,9!ll14!lf!lc20!ub4]&pref=G 30 week ma still trending up - but not steeply compared to some other stocks.