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


To: Henry Eichorszt who wrote (34030)2/3/2000 8:35:00 PM
From: Henry Eichorszt  Read Replies (1) | Respond to of 70976
 
Banc of America analyst notes that chip equipment industry will see
35%-40% growth in 2000 and 40% growth in 2001.



To: Henry Eichorszt who wrote (34030)2/3/2000 9:32:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
2/2/00 SoundView STRONG BUY, we believe order number for jan qtr c/b 2byn+ vs. our 1.92 byn but are not expecting significant upside to our .78 est due to erp software transition issues. $160 target