Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 329.07

-0.4%

Feb 10 3:59 PM EST

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To: Proud_Infidel who wrote (36251)	8/4/2000 12:05:59 PM
From: Mephisto	of 70976

"The cyclical nature of the semiconductor market has been the subject of much discussion lately in financial circles. Weighing in, Lehman Bros. provided a list of 10 reasons why its analysts and strategists think the chip equipment cycle is in good shape. The investment firm cited huge demand for electronics products and continuing capacity shortages in the industry. Lehman also characterized the semiconductor industry as "fundamentally healthy." "Unit volumes are rising, pricing trends are normal, and there does not appear to be large inventory accumulations of chips," analyst Ed White in a research note." The above is an excerpt from: Chip stocks' early gains fizzle By Janet Haney, CBS.MarketWatch.com

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