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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: michael97123 who wrote (15757)	6/16/2004 11:23:12 AM
From: Donald Wennerstrom	Read Replies (1) of 95530

Lehman Brothers Inc. (AMAT) JagNotes <<16 June 2004, 06:41am ET AMAT: Reit 1-Overweight - We recently met with management at Applied Materials to discuss technical and industry trends, and this note summarizes our findings. Overall, we continue to believe Applied Materials faces a bright outlook, and reiterate our 1 - Overweight rating on the shares.>>

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