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


To: Proud_Infidel who wrote (43189)3/6/2001 12:14:04 PM
From: Shoibal Datta  Respond to of 70976
 
Briefing.com
11:57 ET Sanford Bernstein Tech Conference : Expects economic recovery but potentially not until Q4/early 02 with growth below trend this year. Remains overweight semiconductor and services, feels hardware near trough valuations. Suggests under weighting communication equipment and would hold off buying wireline. Expects semiconductor capital equipment orders to bottom in Q3, would be adding to positions.