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Politics : Formerly About Applied Materials

AMAT 242.41

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3:59 PM EST

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To: Proud_Infidel who wrote (31706)	8/2/1999 11:11:00 AM
From: Gottfried	Read Replies (3) of 70976

Brian and all, euphoria "Sleepy Semiconductor Scene Suddenly Starts to Swing" By Marcy Burstiner Aug 02, 1999 excerpt... Joe Bronson, CFO of equipment bellwether Applied Materials (Nasdaq:AMAT - news) , told fund managers he predicts a huge boom, propelled by cheap PCs, new gaming machines like the Sony PlayStation and Nintendo console. This translates to new equipment. "There is a lot of euphoria in the business," he said. "And certainly the business looks pretty good." BancBoston analyst Sue Billat said Applied Materials and other equipment giants are outsourcing more to smaller companies for components. "There is a whole new layer of companies who are the suppliers to the suppliers," she said. "Companies like Advanced Energy Industries, which have a speciality. In the case of Advanced Energy, it's in power supply management." BancBoston is not an underwriter of Advanced Energy. fnews.yahoo.com G.

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