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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 230.77+0.9%Nov 12 3:59 PM EST

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To: Proud_Infidel who wrote (20621)9/12/2006 8:37:54 AM
From: matt dillabough  Read Replies (1) of 25522
 
Credit Suisse upgrades Semiconductor Equipment Sector to Overweight from Market Weight after spending a week in Asia meeting contacts in the industry. The firm says while it is impossible for them to argue they are early in the memory capex cycle, the firm thinks memory spending will remain stronger longer than most investors expect
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