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

To: Chi-X who wrote (10208)	11/1/1997 1:25:00 PM
From: Darin	Respond to of 70976

To All, this week's Barrons has a very interesting article with much reference to the equipment group. the Link is: interactive.wsj.com but you need to be a paid subscriber... they quote a VLSI analyst (Hutchinson) who is very bullish on the equipment sector as sees 21% growth in the equipment sector in 1998, up from 5% this year, and 30% in 1999. Other comments were that big US capital leasing firms such as Comdisco and GE capital Management have stepped in to help with the financing in Taiwan, and overall, he sees no significant effect from the turmoil there... he said he would be "buying across the board." Also quotes Carl Johnson as saying that he is buying the more liquid of equipment makers such as Applied, and says he has not found any evidence of pushouts due to the currency crisis in SE Asia. Darin