Replies to post #15106 on The Black Box

[gottfried]

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