Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 228.68

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3:59 PM EST

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To: Proud_Infidel who wrote (15171)	6/2/2005 9:29:18 AM
From: matt dillabough	Read Replies (1) of 25522

KLA-Tencor started with a Buy at Wells Fargo; tgt $55 (KLAC) 45.30 : Wells Fargo initiates KLAC with a Buy and $55 tgt. Firm thinks the time to own KLA-Tencor is now, near the end of the qtr. Firm says investors anticipate broad changes in industry order momentum 6--9 months before they occur, and they project that order momentum will improve within that timeframe. Firm expects Semicon West (July 11-15) to be a catalyzing event, and thinks any negative discussion about orders would lead to the conclusion that a bottom has been reached, which is a positive.

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