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To: Darryl Olson who wrote (19981)10/23/1998 10:36:00 AM
From: Greg Jung  Read Replies (2) | Respond to of 25960
 
Do you believe?

'We believe the semiconductor capital equipment sector has hit bottom and will increasingly see technology buys from leading chipmakers,'' said Billat. ''We believe the combination of DRAM stabilization and strong results by microprocessor makers is leading chipmakers to spend their capital budgets, albeit selectively and still historically low levels.''

Billat believes equipment suppliers offering 0.18 micron and below capability will be the beneficiaries in 1999. Intel (Nasdaq: INTC - news) recently sought ensured high-speed memory capacity by making a $500 million investment in Micron (NYSE: MU - news), which Billat believes has been earmarked for 0.18 micron capacity.

BUBBA, I BELIEVE!

BancBoston Robertson Stephens is a leading international investment banking firm focused on emerging growth companies. The firm's 55 senior research analysts cover over 575 companies.