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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Les H who wrote (109172)	6/18/2001 11:26:28 AM
From: Les H	Read Replies (1) of 436258

Carrier Spending : Robertson Stephens expects total U.S. carrier capital expenditures to decline as much as 13% in 2001, 12% in 2002, and 6% in 2003. While firm does not view negative 3-yr growth rate for comm equipment companies as good news, Robbie does not think the declines will be nearly as severe as the 15-35% fall-off in expenditures forecasted by several other analysts. Urges investors to temper irrational pessimism along with the much-maligned "irrational exuberance". Solly on Semi Equip : Details on the aforementioned price target hikes: Salomon Smith Barney expresses confidence in a second half uptick in bookings and believes that May book/bill numbers released on June 21 will be a catalyst; AMAT target to 70 from 55, NVLS to 75 from 69, ACLS to 25 from 18, ENTG to 19 from 14, KLAC to 74 from 48, NANO to 41 from 17. We could get a nice BS rally from Thursday if the book-to-bill rises if only because shipments are now dropping faster than new orders due to depleted backlog.

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