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

To: etchmeister who wrote (25058)	12/22/2011 11:51:30 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

etch, below is bookings with SOX to October. I also updated bookings with AMAT to November. What makes the two [bookings, SOX] out of sync is that bookings is a 3 month ma and SOX is end-of-month. I find it of little use in timing trades. The big traders may use other criteria. Yes, AMAT is not leading bookings any more and also seems to be valued lower every cycle. PS: had some luck lately trading BRK/b options. Fairly safe stock for now. SEMI bookings with SOX SEMI bookings with AMAT looks dismal for AMAT investors

To: etchmeister who wrote (25058)	12/27/2011 8:52:40 PM
From: etchmeister	Respond to of 25522

It now appears AMAT price is in synch with bookings perhaps even trailing bookings. It looks like "macro drivers" are becoming more important relative to the self inflicted up and down turns we experienced in the past - I recall semi downturns while macro was doing fine - yes the times they are a changin: youtube.com Q3 was the bottom for chip equipment orders, based on his “checks,” and revenue probably is hitting bottom this quarter (he’s estimating $892.4 million in revenue), as customers return to placing orders: “Our checks indicate that TSMC, Samsung Foundry, UMC and Global Foundries are all participating in the order parade in C4Q11.”