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Politics : Formerly About Applied Materials
AMAT 116.91+0.1%10:21 AM EDT

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To: Cary Salsberg who wrote (60913)4/27/2005 2:46:21 PM
From: Sam Citron  Read Replies (1) of 70976
 
I believe the "telecom/internet sector, including their equip suppliers" are the key drivers for most of the semi and therefore semi-equip companies.

Looks like the telecom/internet sector is finally looking up. Today's durable goods report showed good order growth in telecom equipment and GLW just pleased analysts. Internet ad spending meanwhile was up 27%.

Sam
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