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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: BigShoulders who wrote (17699)	3/14/1998 3:26:00 AM
From: Gottfried	Read Replies (3) \| Respond to of 70976

BigShoulders, first, links to AMAT P/E and PSR charts... I have not checked the data (provided by Investors Alliance) for accuracy. geocities.com geocities.com You'll note that both ratios bottomed about the same time in September 1996. I didn't post sooner because I spent the day doing this... geocities.com Now to your several points. 1.>If I thought the stock would be at 76 (survey average) at yearend 1999, I would sell the house, the car, and maybe even the golf clubs and buy all the shares I could.(OK,not the golf clubs) Some things are more valuable than money. 2.The semi equipment B to B ratio seems to trend lower through the middle of the year and turn up at the end of the year. Is this a normal phenomenon related to the users business cycle, or is this coincidence? Big Bucks may feel like explaining this. 3.The B to B ratio for 1998 started out very poor compared to previous years. News about current orders desn't sound good, so it doesn't seem like B to B will be improving soon. Is there a relationship between the B to B ratio and the stock price history? Usually btb has been strongest about this time of year. It can improve by increasing book or decreasing bill. 4.A previous post noted that AMAT has done much better in odd years than in even years. Is there some explanation in the semi equipment business cycle or is this coincidence? I don't think it's important. Does anyone differ? Gottfried