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To: Maven1 who wrote (51642)	7/26/2000 9:06:16 AM
From: DJBEINO	Respond to of 53903

Robertson Stephens Analyst Expected to Give Strong Outlook on Communication Components and Semiconductor Devices - Arun Veerappan to Address Investors at Firm's Semiconductor Conference - SAN FRANCISCO, July 26 /PRNewswire/ -- Robertson Stephens Managing Director and Senior Analyst Arun Veerappan will address an audience of institutional investors on the drivers behind the growth in the semiconductor space later today at the investment bank's annual semiconductor conference. ``The semiconductor industry is under the torch of real change. Communications is now, without a doubt, the growth engine for the entire semiconductor industry and has displaced computing,'' Veerappan said in a pre- interview. ``We believe that the communication components and semiconductor space is a great place to be. It's like killing two birds with one stone. You get the growth associated with the Internet, but at the same time you get the profitability associated with the semiconductor industry. And things could not be better, in our view.'' ++++++++++++++++++ Robertson Stephens Analyst Expected to Give Strong Outlook for Semiconductor Equipment and Foundry Industry - Sue Billat to Speak to Investors at Firm's Semiconductor Conference - SAN FRANCISCO, July 26 /PRNewswire/ -- Robertson Stephens Managing Director and Senior Analyst Sue Billat will address an audience of institutional investors on her positive outlook for semiconductor equipment and foundry stocks at the investment bank's annual Semiconductor Conference in San Francisco today. ``The semiconductor equipment industry continues to enjoy a favorable environment as we move into the second-half of 2000. In fact, we believe next year, calendar 2001, will be much stronger than many people realize,'' Billat said in a pre-interview. ``We expect booking levels to continue to grow and do not think we are at the top of the cycle. For investors who are looking for the combination of very advanced technology and rapidly growing markets, but who also want companies that are real, that make profits and that can stand the test of scrutiny of a solid business plan, this sector is very appealing.'' biz.yahoo.com +++++++++++++++++++ Robertson Stephens Analyst Expected to Predict Strong Performance for Semiconductor Design Automation Industry - John Barr to Address Investors at Firm's Semiconductor Conference - SAN FRANCISCO, July 26 /PRNewswire/ -- Robertson Stephens Managing Director and Senior Analyst John Barr today will address an audience of institutional investors on the themes affecting the semiconductor design automation industry at the investment bank's annual semiconductor conference. ``Semiconductor design is undergoing a fundamental shift, as we see the continued trend of disaggregation of the semiconductor industry,'' Barr said at a pre-interview. ``Following the rise of independent foundries and test services, we now see the growth of independent design service and intellectual property companies.'' ``We believe that the design automation companies will benefit late in the semiconductor cycle as customers begin to retool for the next generation. We expect that the companies will also benefit due to the absorption of the many licenses sold under aggressive licensing terms in 1997 and 1998, while the semiconductor industry was down. All in all, we believe late 2000 and 2001 will be strong years for our companies.'' biz.yahoo.com