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To: Zeev Hed who wrote (20372)	5/17/1999 11:17:00 AM
From: MulhollandDrive	Respond to of 93625

Zeev, I heard the guest analyst on CNBC (cannot remember his name) STRONGLY disagree with the Solomon Smith Barney AMAT downgrade. He expects them to beat their number and give a bullish CC, FWIW. bp

To: Zeev Hed who wrote (20372)	5/17/1999 11:20:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 93625

Zeev I'm not nearly so concerned about the behavior of INTC as I don't think MPUs are leading the semi recovery at this point. MPU's and memory products continue to be under pricing pressure. Instead the leaders of this semi recovery are foundries, DSPs, communications products, etc. The companies leading this recovery include TSMC, ADI, TXN, and LSI. Carl

To: Zeev Hed who wrote (20372)	5/17/1999 11:22:00 AM
From: Don Green	Respond to of 93625

Not sure why, I assume just hedging their bets before earnings come out??? It will be interesting to see if anyone else follows Sal/Smith Barn... move on Amat. I personally feel there is NO chance of a rate hike, at worst change in bias.. don