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

To: Ian@SI who wrote (27910)	1/29/1999 12:27:00 PM
From: Henry Eichorszt	Read Replies (1) \| Respond to of 70976

From Brief-Applied Material Inc. (AMAT) 63 +4: --UPDATE-- Salomon Smith Barney maintains "buy" rating on semiconductor equipment maker, but raises price target from $55 to $72 as firm believes that AMAT is closing a very strong Q1 bookings quarter; while Q1 guidance of $600-$675 mln was low, believes consensus is $750-$775 mln and AMAT could report bookings between $800 mln and $950 mln; while company likely to smooth out its bookings, conference call should contain enough positives to support higher stock price; company not due to report until the middle of February.....

To: Ian@SI who wrote (27910)	1/29/1999 2:06:00 PM
From: Duker	Respond to of 70976

on 300mm financing ...ASM taps Comdisco for equipment leasing BILTHOVEN, The Netherlands--ASM International N.V. here today said it has entered into a long-term agreement with Comdisco Inc. for equipment life-cycle management, which will make verticle wafer furnaces available under leasing programs. ASM Europe entered into eight individual equipment lease agreements with Comdisco Netherlands--four for 8-inch wafer processing systems and four for new 300-mm wafer systems. The new relationship with Comdisco's Electronics Group, based in San Diego, is initiated to provide ASM with attractive financing for its evaluation and demonstration equipment, said the Dutch company. --Duker

To: Ian@SI who wrote (27910)	1/31/1999 1:30:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Ian, I've seen some anecdotal evidence that 300mm is being pulled in, but no major committments yet. However, having come off a period of historically low capex to revenue for the semi sector, it would not surprise me at all if we regress to the mean, and see a round of fab expansions/rollouts. The internet is the new driver for semiconductors, and we are only in its infancy, so it's anyone's guess how explosive the upturn will be. Although my opinion is that we will see growth greater than the current high forecasts. Brian