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

To: StanX Long who wrote (64002)	5/24/2002 1:19:01 PM
From: advocatedevil	Respond to of 70976

I guess some folks didn't get their party invitation: "But Hodess wasn't the only analyst to defend chip equipment stocks Friday. Glenn Yeung, an analyst at Salomon Smith Barney said his view is that things will improve in the second half of the year, which will bode well for fundamentals as end market demand get better. While the analyst said it's "perfectly reasonable" to expect a pause in orders as companies digest the equipment they already have, he said it happens every cycle. "Knowing it's a one quarter pause, is that something you want to downgrade for," asked the analyst. biz.yahoo.com AdvocateDevil