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

To: Proud_Infidel who wrote (22197)	7/27/1998 7:14:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

DRAM Industry headed for a shakeout? pubs.cmpnet.com

To: Proud_Infidel who wrote (22197)	7/28/1998 2:31:00 AM
From: Fortinwit	Read Replies (2) \| Respond to of 70976

GM/BK: Brian/all, Carl Johnson's latest... "...It will be at least a few quarters before the industry's bookings and shipments start to rally to the upside..." At the same time, biz.yahoo.com ..."Ron Leckie, CEO of INFRASTRUCTURE (http://www.infras.com), a semiconductor industry market research and information firm, said the semiconductor equipment companies will lag the chip firms in their recovery, but that it will no doubt come, probably by the second quarter of 1999. Leckie said the safest stocks among the semiconductor equipment makers are where investors should look right now -- Applied Materials (Nasdaq:AMAT - news), KLA Tencor (Nasdaq:KLAC - news), Asyst Technologies (Nasdaq:ASYT - news) and Kulicke and Soffa (Nasdaq:KLIC - news), among them. His talk gave very detailed insight into the semiconductor equipment industry... Is it just me, or does it seem like the boys from Infrastructure are not even close to being on the same page? I think it's time to cancel my subscription... F.