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

To: Jeffrey D who wrote (29242)	3/28/1999 11:37:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jeffrey, another typical piece of Bloomberg news. A month late and with emphasis on the past. Gottfried

To: Jeffrey D who wrote (29242)	3/29/1999 12:09:00 AM
From: Gottfried	Respond to of 70976

JD/all, IQC now has option prices. Interesting that April 60 calls are the most popular followed by April 65 calls. {I don't trade options] iqc.com And they get you 'all related stocks' with one click iqc.com Gottfried

To: Jeffrey D who wrote (29242)	3/29/1999 12:51:00 AM
From: Paul V.	Respond to of 70976

Jeffrey, Your post is understandable since the BTB only exceeded 1 in January with 1.12 and February at 1.17. Therefore, the EPS for the quarter may still be down with the expectation high. Again, run an AMAT price comparison for the last three years against the EPS. It appears that during the quarter when the EPS is at its lowest the Price is at its highest. It is weird and counter to everything fundamentally we have learned from our education. The market is looking down the road to the future. CEO Morgan's report this week and the FED will give us some idea. Then, May's EPS numbers will give us a better indication. I still remind myself of Lester E. statement, AMAT doubles approx. every two years. We will have to see if that opinion still hold true. Just my opinions. Paul

To: Jeffrey D who wrote (29242)	3/29/1999 6:30:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Japan's PC Sales for 1st Week of March Hit This Year's High March 29, 1999 (TOKYO) -- Japan's personal computer sales for the first week of March hit a record high for this year on both a unit and value basis. Statistics compiled by Gfk Japan Ltd., an information service company handling point-of-sales (POS) data from 55 volume shops of home electric appliances, show that PC sales at about 2,000 volume shops of home electric appliances for the first week of March (March 1-7) posted a week-on-week increase of 11.3 percent on both the unit and value basis. Compared with the corresponding week of last year (March 2-8, 1998), the PC sales were 60.3 percent higher on the unit basis, and 61.7 percent higher on the value basis. The average PC retail price was 230,738 yen, down 22 yen from the previous week's 230,760 yen (118.02 yen = US$1). Spring PC sales are brisk. The week-on-week growth rate topped 10 percent on both the unit and value basis for two consecutive weeks, in the fourth week of February and the first week of March. The year-on-year increase for the first week of March was the highest this year, higher than the previous high registered in the first week of January. The average PC retail price remains stable. Although the desk-top type's average retail price declined slightly in the third week of February, it surged 919 yen this week. In the second week of March, retailers will begin selling new models loaded with Pentium III processors. The average PC retail price, therefore, is likely to stay on the same level for a while. GfK Japan collects POS data from 55 IT-related retail sales companies centering on high-volume stores specializing in home electric appliances. It covers about 3,200 stores (as of April 1998) throughout Japan. In cooperation with GfK Japan, Nikkei Market Access provides weekly reports of PC sales in volume and value. The sales data has been based on the same 41 companies (with about 2,000 stores) since April 1996. The number of PCs sold at the 2,000 stores is estimated to comprise about 10 percent of gross domestic shipments, and when limiting the sales to retail sales channel, the share comes to about 25 percent of such shipments. nikkeibp.asiabiztech.com