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Technology Stocks : Micron Only Forum

MU 239.40

-0.4%

Dec 2 3:59 PM EST

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To: Thomas G. Busillo who wrote (41916)	1/6/1999 12:18:00 PM
From: DJBEINO	Read Replies (2) of 53903

Semiconductor Equipment Makers: BT Alex. Brown upgrades Applied Materials (AMAT 54 5/8 +4 7/8), KLA-Tencor Corp. (KLAC 55 1/8 +2 1/2), Novellus Systems (NVLS 64 1/2 +5 15/16), and Vecco Instruments (VECO 60 1/4 +3 3/4) from Market perform" to "strong buy" ratings; upgrades Lam Research (LRCX 26 3/4 +1 1/2), ATMI Inc. (ATMI 27 7/8 +1/2), and Zygo Corp. (ZIGO 12 7/8 +2 7/8) from "market perform" to "buy" ratings; ratings upgrades based on good and sustained performance from the semiconductor and PC markets, Taiwanese spending expected to improve in Q1, Samsung has increased its planned capital expenditures for 1999 by 30%-40%, and plant capacity spending is expected to return.....

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