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 (17036)	1/9/2006 8:16:23 AM
From: matt dillabough	Read Replies (2) of 25522

Piper gets more bullish on semi cap equipment; upgrades KLAC, MTSN, KLIC Piper Jaffray is incrementally more positive on semiconductor equipment stocks as firm sees sustainable bookings growth over the next three quarters, positive surprises for capital spending guidance by large chip makers such as Intel and TSMC, and robust end-market demand driving share prices higher. Firm upgrades KLAC and MTSN to Outperform from Mkt Perform, KLIC to Market Perform from Underperform, and reits Outperform ratings on LRCX and UCTT.

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