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To: brightness00 who wrote (28)	2/13/2001 2:06:46 PM
From: Boplicity	Read Replies (2) \| Respond to of 13815

10:28 ET Semi. Equip. Downgrades : WF Van Kasper cutting chip equipment makers AMAT, KLAC, NVLS, ASYT to SELL from HOLD; downgrades SFAM to ACCUMULATE from STRONG BUY. 10:09 ET Applied Materials (AMAT) 44 11/16 +11/16 (+1.5%): -- Update -- DB Alex. Brown believes that chip equipment maker is likely to report downside on virtually all fronts when numbers are released tonight; believes EPS could be as low as $0.60 (vs $0.63 mean est.); expects outlook to be exceedingly poor with wide-scale 200mm order cancellations starting to come out of backlog.