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

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To: MythMan who wrote (250054)7/15/2003 8:25:35 AM
From: orkrious  Read Replies (2) of 436258
 
look at this

Deutsche Bank raises Chip Equipment estimates
7:36 AM EDT
Deutsche Bank said it raised estimates and price targets for AMAT, LRCX and KLAC. Semicon conference shows companies' have cautious optimism about the near-term. AMAT and LRCX remain the analyst's top picks.

did you see the klac CEO on bubblevision yesterday? I think it was the bald guy interviewing him (I forget his name...oh yeah, Insana <g>). he actually was pressing him for evidence of a pickup. all the KLAC CEO would say is their customers are optimistic.
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