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


To: Math Junkie who wrote (28472)2/20/1999 12:21:00 AM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
Richard/all, updated btb/orders/shipments chart and price/orders charts...

btb/orders/shipments
geocities.com:80/WallStreet/5464/eqporder.gif
[notice repeat of shipment cross-under, just like 2 years ago]

AMAT price vs SEMI orders
geocities.com:80/WallStreet/5464/ord_prce.gif

KLIC price vs SEMI orders
geocities.com:80/WallStreet/5464/klic_prc.gif

Gottfried

SEMI news release
dom.semi.org



To: Math Junkie who wrote (28472)2/20/1999 7:00:00 AM
From: Duker  Read Replies (1) | Respond to of 70976
 
<<That's odd - I didn't even know that CNBC was in the same business...<G>>>

No, but the parent company wants to be ... big growing capital equipment business .... No. 1 or No. 2 position in the markets it serves ... and, don't forget all the financing synergies! ... inflated currency ... all the stars align for a GE-AMAT merger!!!

The feather in Welch's hat before retirement!!!

<g>

--Duker



To: Math Junkie who wrote (28472)2/20/1999 11:25:00 AM
From: Tony Viola  Respond to of 70976
 
Rich, >>>Re: <<Morgan did mention twice that Applied is gaining market share on
CNBC...>>

That's odd - I didn't even know that CNBC was in the same business...<G><<<

Getting a little giddy with the stock price, are we? <g> My Gawd, two whole days when it can't go up. Bummer! Looks to me like big MO will have hold of this stock for a while longer.

Tony