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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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To: Donald Wennerstrom who wrote (12431)	11/7/2003 8:42:58 PM
From: Donald Wennerstrom	Read Replies (1) of 95420

A news item about AMAT from Briefing.com today <<13:57 ET Applied Materials: checks suggest order strength - Prudential (AMAT) 25.45 -0.16: Prudential says that checks suggest the co has been seeing strength across business segments, and they believe Oct qtr orders could be in the $1.15-$1.2 bln range (vs guidance of $1.15 bln and consensus of $1.13 bln); in addition, firm says current business momentum suggests Jan qtr orders could be very strong, and guidance could be up 10-15% and the actual number could be even higher). Firm raises their CY04 est to $0.59 from $0.51 (a penny above consensus) and raises their target to $30 from $25.>>

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