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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Lucretius who started this subject3/20/2003 8:38:11 AM
From: Teri Garner  Read Replies (3) of 436258
 
08:15 ET AMAT, KLAC, NVLS upgraded at SG Cowen
SG Cowen upgrades AMAT, KLAC, and NVLS to Outperform from Mkt Perform for the following reasons: 1) believes we're in the midst of a gradual cyclical recovery, and there is continued evidence that IT spending and semis are gradually improving; 2) expects improvement in 2H03 driven by incremental 300mm spending by IDMs and a resumption of orders from TSMC; 3) capacity models suggest a strong 2004 recovery; 4) concerns over declining memory orders/pushouts appear priced in; and 5) valuations attractive for longer term investors.
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