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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

3:59 PM EST

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To: BWAC who wrote (63944)	5/23/2002 2:11:37 PM
From: advocatedevil	Read Replies (2) of 70976

1:24PM Piper Jaffray cautious on semi equipment, Novellus : We are hearing that USB Piper Jaffray is out with a cautious call on the semi equipment sector; supplier contacts saying that Dec qtr shipments are tracking flat with Sept for deposition and edge equipment, yet the Street expects growth of 10-15%; says AMAT will be impacted, but is most cautious on NVLS, which firm believes is expensive and losing share to AMAT (NVLS gives mid-qtr update next Tues). In Play® Briefing.com AdvocateDevil

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