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

To: Proud_Infidel who wrote (35663)	7/7/2000 8:29:35 PM
From: Jeffrey D	Respond to of 70976

From CS First Boston after the market closed today. Jeff << INDUSTRY COMMENT U.S./Technology/Semiconductors - Quarterly Earnings Preview: Semiconductors The Benefits of an Up-Cycle and a Fertile Summer We continue to believe that we are in the fourth to fifth inning of the semiconductor up-cycle. We maintain that the recent pressure on our semiconductor universe represents an excellent buying opportunity ahead of an earnings season, which we believe , will be very strong. We believe many of our companies will provide very bullish forward guidance for 2H:00 and CY01. CREDIT SUISSE FIRST BOSTON CORPORATION CREDIT SUISSE FIRST BOSTON CORPORATION

To: Proud_Infidel who wrote (35663)	7/7/2000 8:35:18 PM
From: Jeffrey D	Respond to of 70976

From Briefing.com. Jeff << Applied Materials (AMAT) 89 9/16 +2 7/8: Banc of America Securities initiates coverage with a BUY rating and price target of $103; saying company is one of few stocks in sector that could make new highs in second half of 2000 due to strength of its new product pipeline and because the stock carries the highest multiple in the group.

To: Proud_Infidel who wrote (35663)	7/8/2000 7:22:29 PM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Brian, just saw Dan Niles interviewed by Maria Bartiromo (probably done yesterday). His #1 pick among the equips is AMAT. He said he expects to hear some of "his companies" say next week at the semi confab that they'll be adding capacity. "His companies" I assume to mean his favorite semis, which he had just gotten done calling as Intel, MU and AMD. Dan also laughed off the comments by a certain someone this past week (Maria brought it up), and said he thought the current cycle was good at least through 2001, and that some semi stocks could easily add another 50%. Before that, Maria interviewed Craig Barrett. Things sound just fine at Intel, from what he said. Tony