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

To: jtechkid who wrote (19280)	5/11/1998 7:52:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

lthe book to bill in 1996 was the world one not the north american. another perspective, in the first quarter of 1996 amat earned 172 million-rmore than what i see that they do in the next couple quarter. james morgan, stated "capital investment remains strong among the various geographic regions, PARTICULAR ASIA-PACIFIC".just to make a point that asia has been the backbone of their growth and this is different than 1996. i think when its over will have earned more money in 1996 then it will this year. just imo

To: jtechkid who wrote (19280)	5/11/1998 8:04:00 PM
From: Sampat Saraf	Read Replies (2) \| Respond to of 70976

jtechkid, AMAT started moving up by June/July 1996 (see chart below) techstocks.com Stock price almost always proceeds the actual upturn by about six months in AMAT's case. I guess bottom for this cycle of 25-28 was made in Dec/Jan time frame. Now we are slowly inching upwards. However, bull stampede may only come in after AMAT predicts rosy future.

To: jtechkid who wrote (19280)	5/11/1998 9:19:00 PM
From: Math Junkie	Respond to of 70976

While it is true that November 27, 1996 was the start of the raging bull market, on November 26th, AMAT was already 42 per cent off its low, which occurred on July 24, 1996 at a split-adjusted $11.25 per share (closing price).