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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST
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To: Sun Tzu who wrote (29767)4/28/1999 5:27:00 PM
From: Nevin S.  Read Replies (1) of 70976
 
Just saw that MU received two upgrades today, although its hard to tell whether the analyst upgraded based on the relative price of the equity or underlying fundamentals of DRAM business.

I'll have to dig through my files but recently I read a report from Lehman that discussed the relationship between computer sales to new investment in semiconductor capital equipment (SCE). I think they were trying to point out (at the time Compaq pre-announced) that while asp's for computers have fallen and unit sales may show slower growth, there are a host of new electronic products coming on the market that have significant semiconductor content such as PCS phones and set top boxes (digital cable) that will drive new investment in SCE. Later tonight I will try to find it and give some more detail.
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