Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 252.34

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To: Cary Salsberg who wrote (10066)	6/2/2004 8:13:50 AM
From: Proud_Infidel	Read Replies (1) of 25522

Several semiconductor equipment names were moving Wednesday morning after Smith Barney initiated coverage on the group with a warning that capacity use will probably peak for the group this quarter. The firm downgraded a handful of names, including Applied Materials (AMAT:Nasdaq - commentary - research), Teradyne (TER:NYSE - commentary - research) and Novellus (NVLS:Nasdaq - commentary - research), while upgrading MEMC (WFR:NYSE - commentary - research) and Amkor (AMKR:Nasdaq - commentary - research). thestreet.com

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