Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.54

+6.8%

2:35 PM EST

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To: michael97123 who wrote (56428)	11/28/2001 9:16:22 AM
From: advocatedevil	Read Replies (1) of 70976

8:47AM SG Cowen on Semi Equipment : Believes next semiconductor capital equipment up-turn will occur in next 6 months, rather than consensus of 2H02 or later; cites across the board recovery in autos, electronics, wireless, and pick-up in Taiwan fabs. While stocks overbought, short-term focus should be on co's with most exposure to tech shifts and address more than one mkt: KLAC, NVLS, LRCX AdvocateDevil (Well, there's always one in the crowd... <g>)

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