From CSFB on 04/05/2000: "The only three technology subgroups that display profoundly positive top line
growth characteristics are semiconductors, semiconductor capital equipment,
and communications equipment. This indicates that demand in these groups is
being supported by positive secular catalysts, thus conferring a resilience on
their results and an increased likelihood of additional positive surprises. Our
earlier work has identified AMAT, CY, DS, KLAC, LRCX, XLNX as particularly
strong players in their respective niches.
N.B.: CREDIT SUISSE FIRST BOSTON CORPORATION may have, within the last three
years, served as a manager or co-manager of a public offering of securities for
or makes a primary market in issues of any or all of the companies mentioned.
Closing prices are as of April 4, 2000.
Applied Materials (AMAT, $98.12, Buy)*
Cypress Semiconductors (CY, $45.00, Buy)*
Dallas Semiconductor (DS, $37.75, Buy)*
KLA-Tencor (KLAC, $79.62, Buy)*
Lam Research (LRCX, $40.94, Buy)*
Xilinx (XLNX, $77.09, Strong Buy)*" |
