Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tito L. Nisperos Jr. who wrote (26731)	11/27/1998 11:55:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 70976

tito, the high last year was $54. please don't tell me you can't remember the stock split. btw, what do you think will drive the semi equip biz in early 99 - a seasonally slow period?

To: Tito L. Nisperos Jr. who wrote (26731)	11/27/1998 2:50:00 PM
From: Paul V.	Respond to of 70976

Tito,now that I realized the stock is more popular than ever (it's well ahead in price now compared to 1996), I would say AMAT will hit 63 on or before the earnings release in Feb ... I agree that this is a possibility. In Wednesday's IBD, AMAT's RS for the first time got into the 90 percentile range for the first time since 1996-97 up cycle at 92%. AMAT also has a Industrial Group rating of 21, and Industrial Group Strength of A, Saless + profit Margins + R.O.E. of B, Accumulation of A and Sponsor Ranking of B. All these trends, IMO, indicates that AMAT is in a very strong position and that the stock will go higher. Gottfried and others lets watch our for the the Order, Shipment and BTB data as they appear to be our leading indicator of the Semi equipment makers. What date were they published this month so we can be on the lookout for them next month. Anyone know? Just my $.02. Paul V.