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: Gottfried who wrote (29117)	3/19/1999 4:15:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

GottfriedPaul/all, new charts of btb/orders/shipments as well as AMAT and KLIC price vs orders. SEMI data: semi.org wpress.nsf Note the similarity in order and shipment trends between 2 years ago and now Thanks, for your charts. I love to see the similarity. It is what we thought they would be. Looks good for AMAT and Klic. Naturally, the above is only my opinions and the data which I have reviewed and compiled from the SEMI site. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)." Following the the spreadsheet of the data: YEARS AVER. MNTHY MNTHY MNTHLY MONTH 1991 1992 1993 1994 1995 1996 1997 1998 1999 '91-98 STD HGH-DV LW-DEV JAN 1.23 1.09 1.12 1.17 1.32 1.28 1.08 0.94 1.12 1.15 0.123 1.266 1.034 FEB 1.12 1.2 1.15 1.13 1.41 1.36 1.07 0.9 1.17 1.17 0.151 1.319 1.016 MAR 0.91 1.13 1.12 1.07 1.3 1.15 1.15 0.82 1.08 0.151 1.232 0.93 APR 0.92 1.02 1.18 1.05 1.23 1 1.1 0.78 1.04 0.143 1.178 0.89 MAY 0.93 0.93 1.2 1.02 1.11 0.87 1.09 0.81 0.995 0.133 1.128 0.86 JUN 0.96 0.9 1.22 1.16 1.18 0.87 1.07 0.74 1.01 0.172 1.184 0.84 JLY 0.93 0.92 1.19 1.2 1.08 0.76 1.12 0.65 0.98 0.202 1.183 0.78 AUG 0.92 0.94 1.14 1.21 1.05 0.71 1.1 0.57 0.955 0.22 1.175 0.73 SEPT 0.94 0.98 1.02 1.03 1.02 0.7 1.09 0.57 0.918 0.186 1.102 0.74 OCT 1.01 1.01 1.03 1.12 1.07 0.78 1.05 0.75 0.977 0.14 1.113 0.84 NOV 0.96 1.03 1.05 1.19 1.06 0.9 1.02 0.84 1.01 0.107 1.113 0.9 DEC 0.98 1.08 1.19 1.29 1.15 1.01 0.99 0.97 1.1 0.117 1.2 0.965 YR AV. 9.84 1.019 1.134 1.137 1.165 0.949 1.078 0.78 1.145 1.031 0.152 1.182 0.878 YR SD. 0.096 0.092 0.0685 0.0823 0.1248 0.218 0.43 0.13 0.035 0.76 0.035 0.069 0.99 YR HDV. 1.08 1.111 1.2027 1.219 1.289 1.167 1.12 0.91 1.18 1.11 0.19 1.255 0.98 YR LDV. 0.887 0.926 1.0656 1.054 1.04 0.731 1.035 0.65 1.11 0.954 0.119 1.117 0.78