Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

+0.9%

Nov 28 12:59 PM EST

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To: Proud_Infidel who wrote (32664)	9/30/1999 1:16:00 PM
From: cluka	Read Replies (1) of 70976

12:36 ET Applied Materials (AMAT) 77 -2 3/4: Stock being dragged down along with the rest of the semis, but SG Cowen reiterates its "strong buy" and expects company to beat Q4 EPS consensus of $0.63 by at least 7 cents and will also beat revenue estimates of $1.4-1.5 bln. 12:17 ET Semiconductor Stocks : --Update-- Some traders placing the blame for the semis' troubles today on a Japanese nuclear accident; though thus far, the accident has only prompted warning for those within a 6 mile radius of the plant. The plant is 70 miles Northeast of Tokyo. 12:04 ET Micron Technology (MU) 68 5/16 -3 11/16: --Update-- Salomon Smith Barney downplays talk of DRAM oversupply; reiterates "buy" on MU and $120 price target. 12:00 ET Semiconductor Stocks : Group under pressure; traders cite DLJ note on DRAM pricing posted earlier on this page; MU -3 7/16, LSI -4 1/4, CY -2 1/8, TXN -2 1/2.

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