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

To: scott_jiminez who wrote (40238)	12/1/2000 9:00:11 AM
From: Alastair McIntosh	Read Replies (3) \| Respond to of 70976

Negative sentiment seems to be building: 7:58AM Chip Equipment Sector : CSFB lowering FY01 estimates for large cap front-end processing equipment names. AMAT -- $2.05 from $2.85 a share; KLAC -- $1.81 from $2.26 a share; LRCX -- $1.61 from $2.09 a share; NVLS -- $2.05 from $3.05 a share. 7:55AM Chip Equipment Sector : CS First Boston reducing its Q4 bookings estimate to $450 mln from $515 mln after chip equipment company announces push-out of order from Hyundai. Believes announcement is first of many across the industry likely to occur over the next 3-4 months.