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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (5458)	5/18/1998 5:50:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 10921

Katherine, the URL is interactive.wsj.com and a free 2-week trial is available. Excerpt: May 18, 1998 Today, Delivering Good News Is a Way To Ensure Good Business Relationships By MICHAEL SICONOLFI Staff Reporter of THE WALL STREET JOURNAL NEW YORK -- David Londoner, a Schroder & Co. analyst, emerges from a rough meeting with one of his firm's top clients. Leonard Fertig, president of Central European Media Enterprises Ltd., has just griped that though Mr. Londoner is upbeat on CME for the long haul, his short-term earnings forecast is "unduly pessimistic" and could hurt their companies' relationship. GM

To: Katherine Derbyshire who wrote (5458)	5/18/1998 5:55:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Katherine, Is there a simple description for the layman (or is that a description for a simple layman?) of Damascene and Dual Damascene in the context of Deposition or Etch that you could provide? ... or point me too? Thanks, Ian.

To: Katherine Derbyshire who wrote (5458)	5/18/1998 5:55:00 PM
From: William Nelson	Respond to of 10921

AMAT just won't die...it's hard for me to believe it has the fundamentals to justify its current separation from the pack. Even in today's horrible market, it goes up.

To: Katherine Derbyshire who wrote (5458)	5/19/1998 12:09:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 10921

Hallelujah Sister! <g> Shane (thanks for the pointer to the good WSJ article - a tad chilling but I guess not surprising. Fortune had a similar article several months ago esp. as it related to semi-analysts. Actually, truth be told, Kurlak is a lot like Mr. Londoner - he does not give a rat's behind about the investment banking thing. I get the feeling Robbie's boy Dan Niles is just the opposite - he appears to be upping the ratings and painting the rosy canvases just to get the future business. And think about it - for semis and semi-equips this is a gold mine of an Investment Banking business. AMD and now MU just gave Niles three stars. ML's Kurlak is on his own. Like you, I too agree with his overall comments - just not sure about the timing...)