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

To: Proud_Infidel who wrote (34400)	2/24/2000 11:00:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Brian, re TSMC, I saw an analyst on Bloomberg this morning, didn't get his name unfortunately, but he had AMAT and TSMC as his top two picks. Mentioned AMAT new orders at 61% higher, what vs. lst quarter or same period a year ago? Sketchy I know. He liked TSM for the obvious reason, capacity in the world sold out right now, a lot of fabless chip companies doing well, needing someone to fab for them, etc. But capex's equal to sales, wow. The guy seemed to know his stuff, sorry about the sketchiness. You saw about the price upgrade on Intel by BBRS Dan Niles, and his prediction that their 1Q would be sequentially up in revenue. That's unusually good with Xmas and corporate use it or lose it budget buying both being in the fourth quarter. Tony