Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 337.05

+0.1%

12:26 PM EST

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To: advocatedevil who wrote (42308)	2/17/2001 4:17:36 AM
From: advocatedevil	Read Replies (1) of 70976

Recent AMAT references: ========= Wall Street Week TV Show Dennis McKechnie, manager of the Pimco Innovation Fund... Semiconductor makers such as Micron Technology Inc. and chip-equipment makers like Applied Materials Inc. are also attractive, said McKechnie. Those two companies are among his top 10 largest holdings. quote.bloomberg.com ========= Silicon Valley Stocks Rise This Week, Led by Semiconductors ``Semiconductor companies are going through a tough period right now, but it will be a short time before we start seeing improvement,'' said Eric Ross, an analyst with Thomas Weisel Partners, who upgraded Applied Materials to ``buy'' from ``market perform'' on Tuesday. Other analysts are less optimistic about an imminent turnaround for the semiconductor sector. Susan Crossley at Wells Fargo Van Kasper downgraded KLA-Tencor to ``sell'' from ``hold'' and reiterated a ``sell'' rating for Applied Materials. quote.bloomberg.com ========= Chip Equipment : Hearing from sources at Banc of America Sec. that Samsung has decided to delay its new logic fabrication facility by 6 months; viewed as a negative for semiconductor equipment suppliers AMAT, KLAC, NVLS, LRCX, MTSN, ASML. Message 15365591 ========= AdvocateDevil

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