Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 268.72

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Dec 3 3:59 PM EST

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To: Proud_Infidel who wrote (7145)	9/11/2003 12:50:46 PM
From: Proud_Infidel	Read Replies (1) of 25522

12:31 ET Buy dips in Semis, profit leverage underestimated -- Wedbush Morgan According to Wedbush Morgan, macroeconomic and industry fundamentals suggest a cyclical recovery lasting into 2005 and that profit leverage is underestimated. Firm also believes that management caution in capital spending creates a potential capacity shortage by mid 2004, leading to the next boom in profitability. From a valuation perspective, believes that street EPS estimates are simply too low for 2004, rather that valuations being too high. Firm suggests that investors overweight the sector and buy short-term dips. Firm's current favorites among the various segments are: INTC, MXIM, XLNX, MRVL, and TXN.

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