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Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (2087)	3/24/1999 1:53:00 PM
From: Steve Fancy	Read Replies (2) \| Respond to of 3813

Ian, appreciate the observation. I believe the situation is quite different now then in the past. I think MU's earnings tonight may kick the entire equip sector. I think NVLS earnings and forward looking forcasts, although I expect the latter to be cautious, will support the stock at levels higher than current. I think the entire PC argument is overblown and expect sales (not necessarily revenues) to kick into high gear as the year progresses. At $300 for a full multi-media PC I expect massive holiday sales later in the year and expect heavy corporate buying as the year picks up and well into 2000. The boxmakers have a problem and will have to diversify to maintain revenue levels, but I believe the demand for technology will bolster the equip sector for some time to come. Do you know approximately what percentage of semi-equip revenues are generated from PC related parts manufacturers? Actually, do you or anyone know where I can find a breakdown of revenues by industry group? Appreciate any comments you may have. sf