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

To: Jeffrey D who wrote (27160)	12/14/1998 4:02:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jeffrey, you asked zsteve but I feel compelled to reply. AMAT price used to track semi-equip orders until a year ago. It is now much higher than orders can justify. Some of this divergence can probably be explained by AMAT getting a bigger share of SEMI orders now. I still don't see the price as a gift, but you may be right. All you have to do is guess at the next SEMI report [out in a week] and investor sentiment. Here's the previously posted price/orders chart for your convenience. geocities.com For Point&Figure adherents the stock is still on a sell signal. Conventional charts look like about 38 resistance [where the lower green line is]. 207.95.154.130 But your gut feel may be a better indicator. I don't know. Gottfried