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Politics : Formerly About Applied Materials
AMAT 220.28-6.4%Nov 20 3:59 PM EST

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To: Jeffrey D who wrote (28688)3/1/1999 11:25:00 AM
From: Proud_Infidel  Read Replies (1) of 70976
 
From CS First Boston:

Applied Materials Inc. (AMAT) 55 1/4 -3/8: CS First Boston maintains "buy" rating on semiconductor equipment maker as order outlook is solid through Q3; Korean and US DRAM, North American logic and Taiwan foundries form bulk of capacity investment over the next two quarters, believes that margin improvement may top guidance, which means that there is upside to EPS of $1.05 for fiscal 1999.....

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