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

To: Gottfried who wrote (34739)	4/9/2000 12:07:00 PM
From: Jeffrey D	Read Replies (1) \| Respond to of 70976

From CSFB on 04/05/2000: "The only three technology subgroups that display profoundly positive top line growth characteristics are semiconductors, semiconductor capital equipment, and communications equipment. This indicates that demand in these groups is being supported by positive secular catalysts, thus conferring a resilience on their results and an increased likelihood of additional positive surprises. Our earlier work has identified AMAT, CY, DS, KLAC, LRCX, XLNX as particularly strong players in their respective niches. N.B.: CREDIT SUISSE FIRST BOSTON CORPORATION may have, within the last three years, served as a manager or co-manager of a public offering of securities for or makes a primary market in issues of any or all of the companies mentioned. Closing prices are as of April 4, 2000. Applied Materials (AMAT, $98.12, Buy)* Cypress Semiconductors (CY, $45.00, Buy)* Dallas Semiconductor (DS, $37.75, Buy)* KLA-Tencor (KLAC, $79.62, Buy)* Lam Research (LRCX, $40.94, Buy)* Xilinx (XLNX, $77.09, Strong Buy)*"