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

To: Gottfried who wrote (25059)	12/23/2011 1:11:13 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

I think your chart clearly shows (what I already "guessed") that AMAT stock price does not anticipate bookings (trends) anymore : look/compare at 2004 versus 2011 -the market is NOT constant - it changes. What makes the two [bookings, SOX] out of sync is that bookings is a 3 month ma and SOX is end-of-month. You did not change the way how you report the data - correct? One could say AMAT stock price anticipated bookings in 2004 is speculative while AMAT stock price trailing bookings is somewhat "show me the money" - look at TSMC they rather be late than too early. Cary is right - things are different and ultimately it boils down to how equipment stocks are valued - but it takes time