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

To: Gottfried who wrote (26603)	11/22/1998 12:22:00 PM
From: amoezzi	Read Replies (1) \| Respond to of 70976

The second graph may indicate that the price of AMAT follows the orders with some time delay!!

To: Gottfried who wrote (26603)	11/22/1998 2:30:00 PM
From: Judy	Read Replies (2) \| Respond to of 70976

Gottfried, The gradients of the two graphs are well-coupled, which indicate on an overall trend basis they do track. This is to me is key rather than the short-term price movement of AMAT and semi equipment orders track. I've posted investors should accumulate INTC on the plateau of 65-85 for months and await the inevitable breakout for the next sweetspot in the semi cycle, similarly I believe investors should accumulate AMAT between 25-35 and not sweat the details ... its day will come in the not distance future. FWIW from a long-term investor who trades the fluctuations.