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Politics : Formerly About Applied Materials

AMAT 333.64

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From: James Calladine	5/29/2001 9:29:27 AM
	Read Replies (3) of 70976

FROM BRIEFING: <<<09:19 ET Salomon on Semi Equip : Salomon Smith Barney says that last week's semi equipment book-to-bill ratio makes the expectation of sequential order growth seem more remote; expects companies such as Novellus (NVLS 52.37) and Lam Research (LRCX 30.40) to lower guidance. NVLS has a mid-qtr update on Thursday.>>> Namaste! Jim

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