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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls
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To: Nevin S. who wrote (89)8/10/2000 3:13:15 PM
From: William Hunt   of 195
 
Nevin S --The CEO of AMAT this morning
on CNBC Squawkbox was talking about the the BS slowdown the anal-ysts would like us to believed is happening in cellphones . He said cellphones last at max two years and people then replace them with an upgraded model . He said the new models are requiring three times as many chips due to the new color displays being put on the phones . Streaming video is coming to cellphones next year ---does the public want it in color or black and white ? Semiconductors are a long term hold !

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Thanks for the Bear Stearns report
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