Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.13

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11:43 AM EST

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To: J. David who wrote (13957)	12/30/1997 8:39:00 PM
From: privatesmith	Read Replies (1) of 70976

Listened attentively to the segment...there was a list of sectors considered undervalued with Communications being first and Noikia and Ericcson mentioned...heard "relatively free" mentioned along with Commo. However, the Semiconductor Equipment sector along with the other two got the once over, mentioned with no further explanation and no companies mentioned. Was disappointed and thought the segment was under developed...in my opinion, it was not very well presented as there were no sound bites of substance...thoughts interrupted or trailed off. If anyone heard more, something different or has other facts, please post.

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