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

To: orkrious who wrote (35621)	7/6/2000 9:11:21 AM
From: Proud_Infidel	Respond to of 70976

ABN Amro view on semis: ADI, ALTR, AMAT, ASML, CMOS, CYMI, INTC, KLIC, LLTC, LRCX, MU, MXIM, NVLS, TER, TXN, XLNX - Recommended Aggressive Buying - We remain solidly bullish on both the semiconductor and the capital equipment groups, especially after the sell off on 7/5, which was the result of incorrect conclusions from wrong judgments applied to limited market segments. We believe capex year-to-year growth in '01 will surpass the 54% expansion in '00. We are optimistic on the prospects for Micron Technology, Altera, Novellus, and Cymer - all top picks - and back-end equipment segment lead by Teradyne, Credence and Kulicke & Soffa.

To: orkrious who wrote (35621)	7/6/2000 9:12:37 AM
From: Proud_Infidel	Respond to of 70976

7-6 ABN Amro view on semis: ADI, ALTR, AMAT, ASML, CMOS, CYMI, INTC, KLIC, LLTC, LRCX, MU, MXIM, NVLS, TER, TXN, XLNX - Recommended Aggressive Buying - We remain solidly bullish on both the semiconductor and the capital equipment groups, especially after the sell off on 7/5, which was the result of incorrect conclusions from wrong judgments applied to limited market segments. We believe capex year-to-year growth in '01 will surpass the 54% expansion in '00. We are optimistic on the prospects for Micron Technology, Altera, Novellus, and Cymer - all top picks - and back-end equipment segment lead by Teradyne, Credence and Kulicke & Soffa.