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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Thomas J Pittman who wrote (8122)10/13/1999 10:48:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 10921
 
October 13, 1999

Inst. Investor Names Abby Cohen Top Portfolio Strategist

NEW YORK -- Institutional Investor Magazine named its All-America
research Team, including Alan Shaw for technical analysis at Salomon
Smith Barney; Abby Joseph Cohen for portfolio strategy analysis at
Goldman Sachs; Richard Bernstein for quantitative research at Merrill
Lynch; and Mary Meeker for Internet and new media research at Morgan
Stanley Dean Walker.

Meeker was ranked first on the list. Shaw was 12th, Cohen was 24th,
and Bernstein was 44th.

Also named to the team:


2. Jason Ader       Bear Stearns         gaming
3. Steven Binder  Bear Stearns         aerospace & defense electronics
4. Sallie Krawcheck Sanford C. Bernstein brokers & asset managers
5. Gregory Geiling  J.P. Morgan          telecom equipment/wireline
6. Weston Hicks     J.P. Morgan          insurance/nonlife
7. Jerry Labowitz   Merrill Lynch        electronics/connectors &
                                              other components
8. Paul Fox    Banc of AmericaSecurities   electronics/manufacturing 
                                              services
9. Claudia Mott     Prudential Securities small companies
10.Tobias Levkovich Salomon Smith Barney engineering & construction,                                              machinery
11. Richard Schutte Goldman Sachs        PC hardware
13. Laura Conigliaro Goldman Sachs       technical software
14. Kenneth Kulju    DLJ                 pharmaceuticals/specialty
15. Alex Cena       Salomon Smith Barney telecom equipment/wireless
16. Martin Feldman  Salomon Smith Barney tobacco
17. Charles Phillips Jr.Morgan Stanley Dean Witter server & enterprise                                              software
18. Edward Comeau     DLJ                retailing/food & drug chains
19. Jill Krutick    Salomon Smith Barney leisure products/leisure time
20. Judah Kraushaar Merrill Lynch        banks/multinational
21. Janice Meyer    DLJ                  restaurants
22. Andrew Conway   Morgan Stanley Dean Witter   beverages
23. Jonathan Litt   PaineWebber          REITs
25. Raymond Falci   Bear Stearns         health care/information
                                         technology & outsourcing
26. Michelle Galanter Applebaum Salomon Smith Barney   steel
27. Michael Blumstein  Morgan Stanley Dean Witter  insurance/life
28. Chip Dillon     Salomon Smith Barney paper & forest products
29. Jonathan Gray   Sanford C. Bernstein S&Ls & GSEs
30. Judith Scott    Robert W. Baird & Co. business services/staffing
31. Ivy Zelman      Credit Suisse First Boston building
32. Samuel Buttrick PaineWebber           airlines
33. John Herrlin Jr. Merrill Lynch       oil & gas exploration & 
                                          production
34. Amy Low Chasen  Goldman Sachs        cosmetics & personal care                                           products
35. Glenn Reicin    Morgan Stanley Dean Witter  health care/medical                                         supplies & devices
36. Patricia McConnell  Bear Stearns   accounting & tax policy
37. Mark Melcher    Prudential Securities Washington research
38. Jennifer Murphy Morgan Stanley Dean Witter electrical equipment
39. Richard Sherlund Goldman Sachs     PC software
40. David Togut   Morgan Stanley Dean Witter  computer services
41. Marc Sulam    DLJ                   environmental services
42. William Drewry DLJ                  publishing
43. Ed Hyman      International Strategy & Investment  economics
45. Lori AppelbaumGoldman Sachs       banks/regional
46. Gary Yablon  Credit Suisse First Boston  airfreight, railroads,                                       trucking
47. Avi Nash      Goldman Sachs      chemicals/major
48. R. Wayne Atwell Morgan Stanley Dean Witter nonferrous metals
49. Maykin Ho     Goldman Sachs    biotechnology
50. Steven Tighe  Merrill Lynch    pharmaceuticals/major
51. Richard Bilotti  Morgan Stanley Dean Witter broadcasting/cable
52. Robert Hottensen Jr. Goldman Sachs specialty finance companies
53. T. Anne Cox   Merrill Lynch   convertibles
54. Jack Grubman  Salomon Smith Barney  telecom services/CLECs
                                 telecom services/wireline
55. B. Alexander Henderson  Prudential Securities  photography &                                   electronic imaging
56. Mark Edelstone Morgan Stanley DeanWitter
                              electronics/semiconductors
57. Steven Fleishman Merrill Lynch  electric utilities
58. Phua Young     Lehman Brothers  multi-industry
59. Michael Rietbrock Salomon Smith Barney  lodging
60. Roberta Walter Goodman Merrill Lynch health care/managed care
61. Frank Bodenchak Morgan Stanley Dean Witter  broadcasting/radio &                                  TV
62. Steven Milunovich Merrill Lynch server & enterprise hardware
63. Lauren Rich Fine  Merrill Lynch advertising agencies & marketing                               services
64. Stephen Girsky Morgan Stanley Dean Witter  autos, auto parts
65. Jessica Reif Cohen   Merrill Lynch  entertainment
66. Gunnar Miller        Goldman Sachs  electronics/ semiconductor
                                        capital equipment
67. William Rabin        J.P. Morgan    data networking
68. Steve Kim            Merrill Lynch  equity derivatives
69. Curt Launer          DLJ            natural gas
70. Linda Runyon Mutschler Merrill Lynch telecom services/wireless
71. Gregory Cappelli     Credit Suisse First Boston education services
72. Paul Ting            Salomon Smith Barney   oil/domestic
                                         oil/international
73. Gordon Hall          Credit Suisse First Boston  oil services &                                         equipment
74. A.J. Rice            Merrill Lynch  health care/facilities
75. Robert Kaimowitz     ING Baring Furman Selz  satellite                                          communications
76. Peter Caruso         Merrill Lynch  retailing/hardlines
77. Kimberly Ritrievi    Goldman Sachs  chemicals/ specialty
78. Daniel Barry         Merrill Lynch  retailing/broadlines
79. Donald Carson        J.P. Morgan    chemicals/agricultural
80. John McMillin        Prudential Securities   food
81. Carol Warner Wilke   Credit Suisse First Boston  household                                          products
82. Faye Landes          Thomas Weisel Partners   textiles
                                        apparel & footwear
83. Dana Telsey          Bear Stearns    retailing/softlines
84. George Staphos       Salomon Smith Barney    packaging



To: Thomas J Pittman who wrote (8122)10/14/1999 1:04:00 PM
From: Xpiderman  Read Replies (1) | Respond to of 10921
 
Semicon. bulls,

Does anyone here expect a reversal (up) of the SEMI book-to-bill ratio?

geocities.com

I heard that AMAT had a very strong new booking this quarter. So far both KLAC and NVLS reported very good earning numbers and well above 1.0 of book-to-bill ratio...

SEMI will release September book-to-bill ratio later this month, and AMAT will report earning in November.


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