Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.73

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3:59 PM EST

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To: Proud_Infidel who wrote (35663)	7/7/2000 8:29:35 PM
From: Jeffrey D	of 70976

From CS First Boston after the market closed today. Jeff << INDUSTRY COMMENT U.S./Technology/Semiconductors - Quarterly Earnings Preview: Semiconductors The Benefits of an Up-Cycle and a Fertile Summer We continue to believe that we are in the fourth to fifth inning of the semiconductor up-cycle. We maintain that the recent pressure on our semiconductor universe represents an excellent buying opportunity ahead of an earnings season, which we believe , will be very strong. We believe many of our companies will provide very bullish forward guidance for 2H:00 and CY01. CREDIT SUISSE FIRST BOSTON CORPORATION CREDIT SUISSE FIRST BOSTON CORPORATION

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