Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 301.11

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Jan 9 9:30 AM EST

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To: Proud_Infidel who wrote (15352)	7/7/2005 8:41:59 AM
From: matt dillabough	Read Replies (2) of 25522

Morgan Stanley upgrades semiconductor capital equipment industry view to In-Line Morgan Stanley upgrades their Semiconductor capital equipment industry view to In-Line from Cautious. Firm thinks that they are at the start of a gradual, sustainable recovery in order activity and they do not think share prices will make new lows this cycle. Firm notes that order bookings have declined approximately 40% from their 2Q04 peak and they see a cyclical trough close at hand. Firm now expects 4-8% capex growth in 2006, rather than a further down cycle triggered by aggravated excess capacity

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