Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 242.41

+5.0%

Nov 25 3:59 PM EST

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To: Gottfried who wrote (31707)	8/2/1999 11:48:00 PM
From: A. Edwards	Read Replies (1) of 70976

Merrill's morning notes: The Long Coat Tails of the PC Build Merrill Lynch & Co. Mark F. Fitzgerald 2 August, 1999 Reason to report: Semiconductor equipment industry weekly update Investment Highlights: · We expect the group to be volatile through the balance of the summer but reach new highs as we move into the sweet spot of the PC build- October and November. The Fed's interest rate stance looms as the largest near term risk. · Stock prices in the group already reflect strong earnings growth in 2000. But, better than expected, unit PC demand in the 2nd half could tighten DRAM supply and ratchet investment plans higher. Hyundai/LG Semicon is likely back in the market after the October 13 close. · Bell weather Applied Materials release 3Q'99 earnings on August 12 th after the close. The news should be good. Orders are expected in the $1.55 billion range versus $1.39 billion last quarter but not as high as our earlier projection of $1.65 billion.

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