Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: StanX Long who wrote (56867)	12/4/2001 4:35:35 AM
From: StanX Long	Read Replies (1) of 70976

All right, so the bottom is really in now. so they say, see bold. Stan Monday December 3, 1:40 pm Eastern Time Press Release biz.yahoo.com SOURCE: Adamson Brothers Inc. Adamson Brothers Inc. Offers Investment Opinion on the Semiconductor Industry PARAMUS, N.J., Dec. 3 /PRNewswire/ -- The following is being issued by Adamson Brothers Inc, a Broker/Dealer and a member of the NASD (#46684): After downgrading the semiconductor industry in March of 2000, we now believe that the fundamentals of the semiconductor industry are showing signs of improving. We believe that the industry has bottomed and that we will begin to witness sequential revenue growth beginning with December of 2001. The companies that are covered in this report are: Applied Micro Circuits: Symbol: AMCC Advanced Micro Devices: Symbol: AMD Broadcom Corp: Symbol: BRCM Intel Corp: Symbol: INTC LSI Logic: Symbol: LSI Micron Technology: Symbol: MU PMC Sierra: Symbol: PMCS Texas Instruments: Symbol: TXN Vitesse Semiconductor: Symbol: VTSS Xilinx: Symbol: XLNX Applied Materials: Symbol: AMAT Keithley Instruments: Symbol: KEI KLA Tencor: Symbol: KLAC Newport: Symbol: NEWP Lam Research: Symbol: LRCX Novellus: Symbol: NVLS The following semiconductor related companies are on Adamson Brothers' recommended list: Applied Materials Broadcom Intel Keithley Newport Texas Instruments While we believe these companies are best positioned for the future; at current price levels, we would only begin to build small positions or reduce large positions since many of the companies have already realized substantial gains in the past 7 weeks. Our firm believes that there may be up to 20% downside in some of the more aggressive semiconductor companies. Our projections are for 0.3% growth for global semiconductor sales in calendar year 2002. With the semiconductor industry returning to double-digit growth rates for 2003. More information regarding this report can be found at adamsonbrothers.com. Disclaimer: The material herein has been obtained through sources we believe to be reliable and accurate, however, its accuracy and completeness cannot be guaranteed. Any recommendation contained in this report may not be suitable for all investors and it is not deemed to be an offer or solicitation on our part with respect to the sale or purchase of any securities. We may make markets and effect transactions contrary to any recommendation herein, or have positions in the securities mentioned herein and may also have performed investment banking services for the issuers of such securities. In addition, our employees may have positions and effect transactions in the securities of the issuers mentioned in this report. SOURCE: Adamson Brothers Inc.

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