SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (50411)12/17/2010 12:40:07 AM
From: Gottfried3 Recommendations  Respond to of 95383
 
A chart of AMAT with SEMI bookings is below.

i105.photobucket.com




To: Gottfried who wrote (50411)12/17/2010 2:00:01 AM
From: Ian@SI  Read Replies (1) | Respond to of 95383
 
After looking at your chart, AMAT`s price seems stuck; and almost completely uncorrelated to changes in bookings (or billings).

My gut tells me that after the period of underinvestment prior to 2010s bit of catch up, that there is much more to come.

The market doesn`t seem to share that feeling.