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

To: Anhua Luo who wrote (16806)2/28/1998 2:02:00 PM
From: Big Bucks  Read Replies (2) | Respond to of 70976
 
A.L.,
The equipment manufacturers are trying to sell into a weak fab/chip
expansion environment. The short term outlook is not good, IMO. Longer
term 12-36 months things look very good. Hold for the long term, as
for the short term 6-12 months, there is no clear vision and lots of
uncertainty. The semi book to bill ratio is declining at this time,
and is likely to do so for a while. Reference Gottfried's site for
some info from the last 5 years.
geocities.com

Be careful, Good Investing!
BB



To: Anhua Luo who wrote (16806)2/28/1998 6:01:00 PM
From: Marc Trombella  Read Replies (1) | Respond to of 70976
 
It is possible for more downgrades to come next week. However, right now, there are more ratings on the buy/accumulate side.



To: Anhua Luo who wrote (16806)2/28/1998 8:49:00 PM
From: Joe Sabatini  Respond to of 70976
 
Upgrades...downgrades...who cares?!

These analysts have their heads up their rears. Just a bunch of self-serving bull.


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