All,
Erica Klauer seem to be starting to get Intel right,
humble carl
*********************************
Semiconductor Industry Spotlight
Bankers Trust Research/BT Alex. Brown Research
N. Quinn Bolton,Erika Klauer,Glen Yeung
February 01, 1999
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ANALOG DEVICES, INC. [ADI] "STRONG BUY"
ADVANCED MICRO DEVICES, INC. [AMD] "MKT. PERFORM"
AMKOR TECHNOLOGY INC. [AMKR] "STRONG BUY"
C-CUBE MICROSYSTEMS INC. [CUBE] "STRONG BUY"
INTEL CORPORATION [INTC] "STRONG BUY"
LINEAR TECHNOLOGY CORP. [LLTC] "BUY"
LSI LOGIC CORPORATION [LSI] "STRONG BUY"
MAXIM INTEGRATED PRODUCTS [MXIM] "BUY"
NATIONAL SEMICONDUCTOR CORPORATION [NSM] "MKT. PERFORM"
STMICROELECTRONICS N.V. [STM] "MKT. PERFORM"
TEXAS INSTRUMENTS INC. [TXN] "STRONG BUY"
VLSI TECHNOLOGY, INC. [VLSI] "MKT. PERFORM"
APPLIED MATERIALS, INC. [AMAT] "STRONG BUY"
ATMI, INC. [ATMI] "BUY"
ELECTRO SCIENTIFIC INDUSTRIES, INC. [ESIO] "BUY"
KLA - TENCOR CORPORATION [KLAC] "STRONG BUY"
LAM RESEARCH CORPORATION [LRCX] "BUY"
NOVELLUS SYSTEMS, INC. [NVLS] "STRONG BUY"
VEECO INSTRUMENTS INC. [VECO] "STRONG BUY"
ZYGO CORPORATION [ZIGO] "BUY"
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