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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST

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To: Proud_Infidel who wrote (43095)3/5/2001 11:43:32 AM
From: Shoibal Datta  Read Replies (2) of 70976
 
Briefing.com 11:28 ET B of A Call : Hearing from sources that Banc of America Sec. is recommending using the negative news environment in the semiconductor equipment group to build positions over the next two quarters, noting best buying opportunities in the sector typically occur when the fundamentals are unravelling; believes that best time to wade back into group is when negative news stops getting weaker and looks like it has bottomed.
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