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Politics : Formerly About Applied Materials

AMAT 336.87

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To: Shoibal Datta who wrote (46526)	5/10/2001 8:43:16 AM
From: Shoibal Datta	Read Replies (2) of 70976

08:20 ET Solly on Semis : Salomon Smith Barney says evidence of a bottom in the equipment sector and up the foodchain is becoming apparent in the March-June timeframe. At the first day of the firm's Semiconductor Conference equipment companies reiterated guidance across-the-board. Thinks investors should use dips to establish positions. briefing.com

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