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

To: Proud_Infidel who wrote (38531)	10/19/2000 12:32:48 PM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

Given that Carl's been so helpful this week, I think I'll wonder over to his site for a trial subscription after earnings season... +++++++++++ DALLAS, Oct 19, 2000 (BUSINESS WIRE) -- INFRASTRUCTURE, the leading independent research organization covering the investor's view of the semiconductor manufacturing industry, has reviewed the fundamentals of the semiconductor industry in their most recent newsletter. From a longer term perspective this analysis concludes that semiconductor and semiconductor equipment stocks, with some exceptions, are attractively priced and that exciting opportunities lie ahead. In his Financial Market Commentary, Carl Johnson, INFRASTRUCTURE's President, noted that, "There is a digestion phase that is taking place in segments of the equipment business and many companies are feeling the impact of a strained supply chain. These issues are being addressed and will be resolved in time." He added, "This should not be confused with the industry fundamentals, which remain healthy. There are manufacturing transitions ahead that will require substantial capital investments. We believe that semiconductor content still has tremendous growth ahead due to the breadth of new applications." Ron Leckie, INFRASTRUCTURE's CEO, commented: "We all know that the semiconductor industry is cyclical, but we still have plenty of time for a second leg to the cycle before we eventually see it go down once again." Leckie added, "The down cycles are typically induced by over-capacity situations, but the equipment buying that has occurred already will take time to become productive. We are nowhere near the build rate that propelled the industry over the top during the last cycle." Conclusions are based upon analyzing industry data and an extensive review of the forecasts at recent events such as the workshop held by Semico Research Corporation based in Phoenix. In the September newsletter, readers may also discover some of the new consumer applications that could help pull the disk drive industry out of its slump. Some of the companies discussed include: HMT Technology (Nasdaq:HMTT); Hutchinson Tech. (Nasdaq:HTCH); Iomega (NYSE:IOM); Komag (Nasdaq:KMAG); Maxtor (Nasdaq:MXTR); Quantum (NYSE: HDD); Read-Rite (Nasdaq:RDRT); Seagate (NYSE:SEG); and Western Digital (NYSE:WDC). For a nominal subscription, readers may follow INFRASTRUCTURE's analysis and insight on companies including, but not limited to, Amkor Technology (Nasdaq:AMKR), Applied Materials (Nasdaq:AMAT), Asyst Technologies (Nasdaq:ASYT), Brooks Automation (Nasdaq:BRKS), Credence Systems (Nasdaq:CMOS); Mattson Technologies (Nasdaq:MTSN), PRI Automation (Nasdaq:PRIA) and Teradyne (NYSE:TER). About INFRASTRUCTURE INFRASTRUCTURE is the autonomous research organization of WIPNET Inc., a Texas corporation, which publishes a monthly newsletter, mid-week "Industry Notes" and is the recognized leader in bringing technology, market and nvestment-oriented analysis on the semiconductor, semiconductor capital equipment, flat panel display and related industries. Individuals may subscribe to these e-mail services for $375 per year, and gain access to archives of the publications for research purposes. Further information on INFRASTRUCTURE may be obtained by visiting the Web site at: www.infras.com or calling 972/492-7208.