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

To: Shoibal Datta who wrote (46533)	5/10/2001 8:56:05 AM
From: advocatedevil	Respond to of 70976

Wow, there's no real news, but all at the same time we have Salomon Smith Barney, Morgan Stanley and Lehman Brothers come out with positive comments on AMAT and the sector. This is one morning I don't mind being on the sidelines without a short play! Today's reaction should be interesting to watch. Best of luck to the longs. AdvocateDevil

To: Shoibal Datta who wrote (46533)	5/10/2001 10:31:26 AM
From: Shoibal Datta	Read Replies (1) \| Respond to of 70976

10:08 ET Goldman: Train Has Not Left Station : Commenting on this morning's call on semiconductor equipment stocks by Morgan Stanley, Goldman Sachs says that there is near-term downside risk as the bar has been raised for the group with comments by LRCX and NVLS that orders would tick up sequentially this qtr; thinks it as at least 50/50 that uptick doesn't occur and the stocks will react negatively... Sees upside over a 12-18 month period, but does not believe that the train has left the station; would not chase this move. 09:58 ET Semi False Start : CSFB does not agree with Morgan Stanley's call on semiconductor equipment stocks; does not believe that Capex levels support a turn in the business, citing data from both Asia and the US. CSFB says it would be a seller of the group into strength. briefing.com