Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 284.31

+5.8%

Jan 5 3:59 PM EST

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To: Sam Citron who wrote (57670)	12/18/2001 9:15:12 AM
From: advocatedevil	of 70976

7:42AM DBAB on Semi Equipment : DB Alex. Brown cautious on semi equipment makers, initiates 2003 ests for group about 25% below consensus; forward expectations are still too high, as even optimistic projections suggest wait could be 3 qtrs. Firm favors back-end names such as LTXX and TER, which have superior leverage in an upturn; raises price target for TER to $37 from $32. quote.yahoo.com AdvocateDevil

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