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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 225.18-1.5%Nov 18 3:59 PM EST

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To: Proud_Infidel who wrote (2610)8/23/2002 11:42:43 AM
From: Bob Kim  Read Replies (1) of 25522
 
From TheStreet.com 6/23/99:

Mark FitzGerald, the Merrill Lynch analyst who pushed
his view here recently that this semi-cap recovery won't
be like past recoveries, continues to say that this group
has gone too far, too fast. Now he's comparing prudent
investors in equipment stocks to Acapulco cliff divers,
who "spring from their perch only when the rocks in the
water below are visible."


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Price targets June 1999 Jan/Feb 2000

AMAT $90 $200
KLAC $65 $115
LRCX $42 $159
NVLS $100 $192
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