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Strategies & Market Trends : Joe Stocks Trader Talk

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To: Joe Stocks who started this subject	3/19/2002 10:54:42 AM
From: Joe Stocks	of 787

AMAT- Don't know if i can believe this but just saw this at MW. Applied Mat.'s business improving: TWP (AMAT, KLAC, NVLS, TER) By Tomi Kilgore Analyst Kevin Vassily at Thomas Weisel believes Applied Materials (AMAT) is continuing to see signs of improvement in its business, and is anticipating the company's analyst meeting scheduled for Thursday to be "upbeat." The stock is tacking on 51 cents, or 1. percent, to $52.33. Vassily believes the semiconductor equipment maker's order book for the current quarter is tracking ahead of its forecast of 10 to 15 percent sequential growth, which may be enough to lead the company to raise its expectations. "We continue to believe that Applied Materials represents an excellent way to invest in the early part of the upcycle, given the company's product breadth and strong market share at the [chip] foundries," Vassily said in a note to clients. Among other chip equipment makers, Novellus Systems (NVLS) is adding 37 cents to $53.84, KLA-Tencor (KLAC) is gaining 74 cents to $66.60 and Teradyne (TER) is up 30 cents at $38.29.

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