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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: A. Edwards who wrote (31020)6/15/1999 12:15:00 AM
From: Gottfried  Respond to of 70976
 
A.E. and all, >>Sue Billat will be on the second half hour and offer insight into the rousing recovery in semiconductor equipment stocks and whether bellwether Applied Materials (Nasdaq:AMAT - news) can lead the semi cap stocks out of their three-year slump.<<

From "Analysts Sue Billat of Robertson Stephens, Charles
Boucher of DLJ to Discuss Semiconductor Industry
Stocks on Today's Informed Investors Radio Show"


biz.yahoo.com
You can fast-forward to about 29 elapsed minutes,
directly to Sue Billat's talk, by pushing the slider.

There's a link for the replay, available for 90 days.

Gottfried



To: A. Edwards who wrote (31020)6/15/1999 5:15:00 AM
From: Duker  Read Replies (1) | Respond to of 70976
 
... Wow ... ML calling for the digitization of consumer electronics ... just another cutting edge call from the great, horned and hairy research team!

--Duker