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

To: Tito L. Nisperos Jr. who wrote (28936)	3/7/1999 11:48:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Tito and threaders, I just completed updating my AMAT spreadsheet charts where I use the DW approach. The data is from the IBD. The AMAT RS is holding between 95 and 97 with last Thursday's rank of 96. A rank of 99 is the highest possible. The Industrial Group Rating-Price Rating has dropped from 2nd in January to 6th Thursday. A ranking of 1 out of 199 is the highest. The internet stocks are ahead of the semi-equipment subsector. Therefore, the semi-equip subsector is holding up. The AMAT ranking on EPS has moved up from a low of 26 (1 being the lowest) to 33rd this month showing an increased expectation for future earnings from last quarter. The industrial strength rating is A, Sales+profit margins+ROE dropped from B in December to C in February, Accumulation dropped from A to B to B this month, Sponsorship holding at B with PE according to the IBD at 78 Thursday. IMO, since AMAT broke the $60 double top Friday when it hit $61 3/4 in it upward reversal of "X" the movement looks very good for us. The funds and small investors are holding strong. However, those who do a fundamental analysis using the NAIC model based on trailing earnings would never buy AMAT at this point. This is why so many individuals miss investing and making great dollars in the SEMI-equip sector. When the earning show the highest it appears that the price is at their lowest. The reason is that the analyst are looking 6-9months ahead if not more than 9 months. Just my opinions for what they are worth. Paul Just my opinions.