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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Zeev Hed who wrote (52748)4/18/2002 11:43:41 AM
From: Sully-  Read Replies (1) of 99280
 
11:39 ET Broker comments on KLA-Tencor, Applied Materials : Goldman Sachs is defending KLAC (-5.5%), saying that the co should be able to reach 20% order growth in Q2, possibly up to 30%; on the other hand, JP Morgan says that KLAC's valuation is rich and sees no near-term upside for the stock. Regarding AMAT (-3.6%), Salomon Smith Barney recommends buying the shares on weakness, saying that the co's earnings in mid-May should be similar to NVLS's and LRCX's better than expected results.
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