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gottfried

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gottfried

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Re: wahz post# 15106

Monday, 04/12/2004 9:42:29 AM

Monday, April 12, 2004 9:42:29 AM

Post# of 36151
wahz, AMAT is my largest holding. Stock price performance has been disappointing so far, but FA [SEMI orders] points to business improvement. Price improvement should follow, but I no longer take that for granted.

Semi equipment makers are one of the few groups for which we have a monthly FA update http://home.comcast.net/~gottfriedm/index.html

Gottfried
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