Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.31

-5.6%

Jan 30 3:59 PM EST

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To: Gottfried who wrote (64580)	6/26/2002 12:47:18 AM
From: Donald Wennerstrom	Read Replies (2) of 70976

Just saw the following about AMAT on Briefing.com. I don't think it has been posted. <<Applied Materials (AMAT) 19.80 -0.07: Analysts continue to believe fundamentals remain on track despite a 34% stock fall in the past few weeks; Salomon Smith Barney named AMAT as a favorite in semi group on 5/24 and today, CIBC believes co will meet or beat q/q revenue growth of 12% and EPS of $0.05 vs $0.08; believes mkt share momentum remains robust on back of higher share of foundry spending, leading 300mm/.13mu technology, and new products such as Oasis platform. Firm rates shares as attractively valued with Semicon West Conference in late July and Q3 conf call on 8/13 as catalysts for appreciation; sets price target at $40.>>

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