Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Proud_Infidel who wrote (11019)	7/28/2004 8:16:35 AM
From: matt dillabough	Read Replies (2) of 25522

07:02 JP Morgan downgrades AMKR, CYMI, TER, AMAT, BRKS, VSEA; upgrades UCTT, MTSN JP Morgan is taking a more conservative cycle forecast on Semis and therefore cuts ests and several ratings: firm downgrades AMKR to Underweight from Neutral and cuts their EPS ests for 2004 and 2005 to (0.08) and $0.28 from $0.16 and $0.70; CYMI cut to Neutral from Overweight and EPS ests for 2004 and 2005 cut to $1.38 and $2.45 from $1.50 and $3.75; TER cut to Underweight from Neutral and EPS est for 2005 cut to $1.55 from $1.98; AMAT cut to Neutral from Overweight and EPS ests for 2005 cut to $1.25 from $1.30; BRKS cut to Neutral from Overweight and EPS ests for 2005 cut to $1.45 from $2.00; VSEA cut to Neutral from Overweight and EPS ests for 2004 and 2005 cut to $1.58 and $2.10 from $1.65 and $3.15; UCTT upgraded to Overweight from Neutral and EPS est for 2005 cut to $0.80 from $0.90; and MTSN upped to Overweight from Neutral and EPS ests for 2004 and 2005 cut to $0.67 and $0.95 from $0.70 and $1.40

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