P&S and STO Death Blow's Message Board

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Strategies & Market Trends : P&S and STO Death Blow's

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To: Jeff who started this subject	5/24/2002 10:45:03 AM
From: exp	of 30712

Damage Control:10:27 Solly defends semi equipment group, likes Novellus and Applied Materials Salomon Smith Barney is out defending the semi equipment group after Goldman Sachs downgraded them this morning (see 7:27 comment); believes that while foundry ordering may decelerate from Q1, there are other co's that could make up for any order deceleration; while firm agrees that end-mkt conditions remain weak, order visibility should extend into Q3 and a 2H02 economic recovery should support better end-mkt fundamentals. In the short-term, believes NVLS will be very bullish on Tuesday's mid-qtr call, and in the long-term would use material pullbacks as buying opportunities in AMAT and NVLS.

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