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

To: Paul V. who wrote (26779)	12/1/1998 9:33:00 AM
From: Shoibal Datta	Read Replies (2) \| Respond to of 70976

Since we are in the reiteration mode on this thread, this from briefing.com "Applied Materials Inc. (AMAT) 38 3/4: BancBoston Robertson Stephens reiterates "buy" rating on semiconductor equipment maker with a 12-18 month price target of $68-$72 a share; believes that chip industry's move to 0.18 micron geometries will lead to a technology driven industry recovery in 1999; expects industry to receive a further boost from spending on pilot 300mm lines in beginning of early 2000, with full production starting in 2001; introduces FY00 EPS estimate of $2 a share on revenues of $5 bln....." How many times a week is Sue Billat going to keep saying this? What is her track record? Regards, Shoibal

To: Paul V. who wrote (26779)	12/1/1998 10:25:00 AM
From: Jeffrey D	Respond to of 70976

Perhaps the following is the answer to your Semicon Japan notices. Jeff << Dec 01, 1998 (Asia Pulse via COMTEX) -- $all $jp $chp $com TOKYO, Dec 1 Asia Pulse - Applied Materials Japan Inc. (AMJ) said Monday that it plans to begin marketing in spring 1999 its semiconductor-fabrication solution services that combine copper-wiring-equipment sales with technology for integrating fabrication processes. AMJ's comprehensive Equipment Set Solution service offers optimized interprocess technology, fabrication-systems evaluation and support services in addition to the equipment itself. By evaluating and optimizing fabrication systems before installation, AMJ's service is expected to shave six months to a year off the one and a half to two years conventionally needed to start up copper-wire-semiconductor fabrication. The equipment is priced at about 3 billion yen (US$24.4 million) and solution-service fees are expected to average about 900 million yen (US$7.3 million) per system. >