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

To: Tony Viola who wrote (33064)11/5/1999 5:45:00 PM
From: Henry Eichorszt  Read Replies (1) | Respond to of 70976
 
Needham & Co upgraded Novellus Systems and Applied
Materials from "hold" to "buy" ... Has a price
target of 115 on the latter, while raising its price target on the
former from $73 to $104.



To: Tony Viola who wrote (33064)11/6/1999 1:30:00 AM
From: subodh  Respond to of 70976
 
Tony/thread,

Has anyone seen Cap Expenditure of Semi Manufacturing
industry broken down into segments like:
DRAM, PC, Peripherals, DSPs, Customized chips etc. ?

Or a rough idea..

I wish Katherine was reading this..


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