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Politics : Formerly About Applied Materials
AMAT 256.32+1.1%3:59 PM EST
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To: advocatedevil who wrote (59929)2/4/2002 8:49:50 AM
From: Sam Citron  Read Replies (1) of 70976
 
7:13AM DBAB ups semi equipment group : DB Alex. Brown raises rating on the Semi Equipment group, and upgrades AMAT, TER, and LTXX to STRONG BUY from Buy; the next two qtrs are likely to surprise to the upside, with checks indicating firmer backlogs into Q2, increasing shipment and order pull-ins (particularly foundry/DRAM), significant uptick in component buys from tester OEMs, and 300mm shipment slots focusing on Sept/Oct. Maintains Buy ratings on NVLS and BRKS.
www.briefing.com
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