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

To: Gottfried who wrote (51221)	8/29/2001 1:24:35 AM
From: advocatedevil	Read Replies (2) \| Respond to of 70976

Semi Equip Investor Presentations: Gottfried, here are 3 excellent Powerpoint presentations, all worth taking a look at IMO. There's a vast array of timely information presented. #1 is chock full of comparison charts that I'm certain you'll appreciate. For example, a partial list of graphs include: Equipment Stocks And Equipment Bookings Equipment Stocks And Semi Industry Fundamentals Parallel between PC and Communications boom ? Interest Rate Sensitivity Is Chip Pricing Another Shoe To Fall ?? IC Unit Trends - Ahead Of Long-Term Growth ? (1) IC Unit Trends - Ahead Of Long-Term Growth ? (2) Impact From Structural Delta In Semi Supply Chain ? Group Has Outperformed Indices You can access and download the files through this link: semi.org ___________________________________ 1. Filename: SEMInvest_Europetimarcuri.ppt SEMInvest Europe, 2001 Semiconductor Capital Equipment: Ammunition For A Revolution Timothy Arcuri Senior Analyst, Semiconductor Capital Equipment Deutsche Banc Alex. Brown Equity Research ___________________________________ 2. Filename: SEMInvest2001benlynch.ppt Semiconductor Industry Technology Tutorial SEMInvest 2001, Munich Ben Lynch Analyst, Semiconductors & Semiconductor Capital Equipment Deutsche Bank Global Semiconductor & Capital Equipment Coverage ___________________________________ 3. Filename: Newtutorial.ppt SEMInvest Semiconductor Equipment The Genesis of the Technology Industry Robert Maire Semiconductor Capital Equipment Analyst Bear Stearns March 2001 ___________________________________ AdvocateDevil