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

To: Gottfried who wrote (46144)	5/3/2001 11:16:03 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 70976

Gottfried, According to Briefing.com, 4 companies have been given that "downgrade" by Tucker Anthony Suttro. The companies are AMAT, ASYT, LRCX and NVLS. Down grade is from Mkt Perform to Under Perform. Don

To: Gottfried who wrote (46144)	5/3/2001 11:16:42 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 70976

ASML, SVGI merger approved. Did anyone act on my ATTENTION SHOPPER post? SVGI is up from my posted $26+ to $34+.

To: Gottfried who wrote (46144)	5/3/2001 11:45:27 AM
From: Shoibal Datta	Read Replies (1) \| Respond to of 70976

G, this is the full Briefing.com blurb: Semi Equipment Downgrades : Tucker Anthony Sutro downgrades Applied Materials (AMAT), Asyst (ASYT), Lam Research (LRCX) and Novellus (NVLS) to UNDERPERFORM from MARKET PERFORM and lowers Nanometrics (NANO) to MARKET PERFORM from BUY; believes dramatically lower equipment orders, sales and EPS are possible before a trough occurs in late-2001 with a prolonged slump extending well into 2002; recent buyers do not yet appreciate the potential severity of the current slump.