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

To: Joe S Pack who wrote (56822)	12/3/2001 2:01:26 PM
From: advocatedevil	Respond to of 70976

Adamson Brothers Inc. Offers Investment Opinion on the Semiconductor Industry snips: After downgrading the semiconductor industry in March of 2000, we now believe that the fundamentals of the semiconductor industry are showing signs of improving. We believe that the industry has bottomed and that we will begin to witness sequential revenue growth beginning with December of 2001. The following semiconductor related companies are on Adamson Brothers' recommended list: Applied Materials... While we believe these companies are best positioned for the future; at current price levels, we would only begin to build small positions or reduce large positions since many of the companies have already realized substantial gains in the past 7 weeks. Our firm believes that there may be up to 20% downside in some of the more aggressive semiconductor companies. Our projections are for 0.3% growth for global semiconductor sales in calendar year 2002. With the semiconductor industry returning to double-digit growth rates for 2003. complete article at: biz.yahoo.com AdvocateDevil