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Post# of 704041
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gottfried

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gottfried

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Re: Zeev Hed post# 341671

Wednesday, 01/05/2005 3:42:44 PM

Wednesday, January 05, 2005 3:42:44 PM

Post# of 704041
All SEMI/SIA charts are now updated with November data [stock price to December] http://home.comcast.net/~gottfriedm/index.html

Look at AMAT price with SEMI bookings closely and observe the time between price vs bookings tops. Lately investors have anticipated bookings earlier. http://home.comcast.net/~gottfriedm/SEMIcharts/amat_prc.gif

Gottfried

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