Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 336.87

+1.3%

Jan 28 3:59 PM EST

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To: Proud_Infidel who wrote (22613)	8/6/1998 7:59:00 PM
From: robbie	Read Replies (1) of 70976

Brian, all: From Mark Johnson's newsletter: Semiconductor Capital Equipment Segment - The worst performing technology segment, with the possible exception of the drive manufacturers, is the semiconductor capital equipment stocks. According to Value-Line the semiconductor capital equipment group is off 35% for the year. However, this is about to change. We expect the recent downturn for the capital equipment markets to end by year-end and we look for this group of stocks to make a terrific upside move. Applied Materials (AMAT 32 1/2) Comments made by CEO James Morgan, of Applied Materials, at a recent BancAmerica Robertson Stephans Semiconductor Conference in San Francisco, help reinforce this view. CEO Morgan commented the growth in the internet, the stabilization of Asia, as well as the demand for memory and chips by consumers will bring the supply and demand equation back in balance, thus stimulating demand for capital equipment. Again we like the large capitalization issues the best including (above) market leader Applied Materials, Novellus Systems (NVLS 37 1/8) and Lam Research (LRCX 19). We also are partial to ASMLF Lithography (ASMLF 26 3/4), which specializes in wafer stepper machines. Sorry if this has been posted. Robbie

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