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

To: Katherine Derbyshire who wrote (20701)	6/23/1998 11:31:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

from the FOOL evening news : Intel (Nasdaq: INTC) gained $1 3/8 to $75 1/4 after Robertson Stephens said this morning that Intel's Pentium 223 and Pentium II 400 chips are on allocation, which means good things for PC makers from the high end to the low end. Morgan Stanley added today that SRAM and semiconductor component maker Taiwan Semiconductor (NSYE: TSM) is showing increased order activity ------------------------------------ yes, it is strange news about TSM, one day increased one day decreased. Not judging, just postng the news.

To: Katherine Derbyshire who wrote (20701)	6/23/1998 11:40:00 PM
From: Paul V.	Respond to of 70976

Katherine, <Or are you saying that the market reacts differently to different actual price ranges (when shares are cheap people buy lots of them?) and/or to the extra liquidity created by a split?< Don't read to much in to my price post. I just took the absolute highs, lows averaged and the upper and lower standard deviation prices since 1991 through the current date with the results that I posted. If I would have followed the high posted standard deviation post I would gotten out around $104, but I was greedy and got caught in the down cycle. Putting this information with the DW technical charts, Gottried's BTB data and the discussions on this site I am trying to get a better perspective as to when to buy and sell. Always trying to develop a better mousetrap.<g> Just my $.02.

To: Katherine Derbyshire who wrote (20701)	6/24/1998 12:17:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Katherine, Well managed cos. tend to split their stock only when they see additional upside. INTC did not split their stock when it hit 100+ last summer and I believe it was in part because they knew the stock could not continue running at that pace. IOM(with questionable mgt) split their stock in the 20's. Because business conditions deteriorated, they now risk having MM's dump their shares because they may fall below the $5 threshold. Absolute numbers, in and of themselves are not meaningless, and they do give us an idea of where management thinks we are headed. Absolute numbers or the falling shy of, can cause MM's to dump their shares, so saying they are meaningless is not looking at reality. I know I will get flamed for saying so, but good mgt will not split their stock unless there is the good potential for additional upside. I believe this was all Paul was trying to say. Brian BTW, there are many on this thread calling for a bottom of 13 or 1X PSR. At that price, AMAT would have a smaller market cap than Yahoo. And people call me unrealistic?