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

To: Proud_Infidel who wrote (43095)	3/5/2001 11:43:32 AM
From: Shoibal Datta	Read Replies (2) \| Respond to of 70976

Briefing.com 11:28 ET B of A Call : Hearing from sources that Banc of America Sec. is recommending using the negative news environment in the semiconductor equipment group to build positions over the next two quarters, noting best buying opportunities in the sector typically occur when the fundamentals are unravelling; believes that best time to wade back into group is when negative news stops getting weaker and looks like it has bottomed.

To: Proud_Infidel who wrote (43095)	3/5/2001 4:54:21 PM
From: Shoibal Datta	Read Replies (1) \| Respond to of 70976

Briefing.com Xilinx (XLNX) 43 1/4 +3/4: -- Update -- Company says inventories at Xilinx are expected to approximate seven months at the end of the March quarter. Xilinx (XLNX) 43 1/4 +3/4: -- Update -- Company warns for Q4; sees revenues of $382.6 mln; current estimate is $450.1 mln; current EPS estimate is $0.29. Says February was weaker than expected due to decelerating bookings and ongoing cancellations. OK, so now we have an idea - inventories in hand until the end of October (for Xilinx at least).