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

To: Gottfried who wrote (27844)	1/22/1999 4:07:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

Interesting charts. I noticed that about a half hour after you posted them, KLIC jumped up half a point. Coincidence? I think not! <G>

To: Gottfried who wrote (27844)	1/22/1999 8:12:00 PM
From: Paul V.	Respond to of 70976

Gottfried, Looking at the AMAT chart you would think SEMI orders must have peaked However, when compared with your Orders, Shipment and BTB with 1996 AMAT price it looks like we have somewhere like 6-9 months to go until the AMAT peak is reached. From the way the AMAT price responded, jumping $4+, after the Orders, BTB and shipment # came out, IMO, I think we are on the right track. Only time will tell. Thanks for your continued efforts. Paul

To: Gottfried who wrote (27844)	1/26/1999 3:52:00 PM
From: Bill Shepherd	Respond to of 70976

RE: Followed my own advice and bought some KLIC today, based on faith in the SEMI orders/price chart and expecting it to repeat. Nice call on KLIC...big move today! Bill S