Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Proud_Infidel who wrote (43189)	3/6/2001 12:14:04 PM
From: Shoibal Datta	of 70976

Briefing.com 11:57 ET Sanford Bernstein Tech Conference : Expects economic recovery but potentially not until Q4/early 02 with growth below trend this year. Remains overweight semiconductor and services, feels hardware near trough valuations. Suggests under weighting communication equipment and would hold off buying wireline. Expects semiconductor capital equipment orders to bottom in Q3, would be adding to positions.

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