SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 332.72+4.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: niek who wrote (17053)1/10/2006 8:20:08 AM
From: matt dillabough  Read Replies (1) of 25522
 
Susquehanna downgrades KLA-Tencor (KLAC 53.01) and Novellus (NVLS 25.80) to Neutral from Positive due to three concerns that make 2006 outperformance less likely: 1) potentially disappointing equipment spending cycle in 2006; 2) validation of their thesis of semiconductor IC ASP degradation despite robust unit growth, potentially dampening cash flow generation in the semiconductor industry; and 3) conflicting reports on equipment order rates that point to a non-uniform order trajectory...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News