Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.77

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Nov 12 3:59 PM EST

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To: matt dillabough who wrote (20639)	9/13/2006 3:13:35 PM
From: Proud_Infidel	Read Replies (1) of 25522

Chips Stock May See Upswing: Report Scott Reeves, 09.13.06, 2:45 PM ET A "memory supercycle" could be in the making, which would benefit some of the world's major chip companies, according to a new report from Caris & Co. The research firm said a supercycle would be good news for Intel (nasdaq: INTC - news - people ), Advanced Micro Devices (nyse: AMD - news - people ), Applied Materials (nasdaq: AMAT - news - people ), KLA-Tencor (nasdaq: KLAC - news - people ), Micron Technology (nyse: MU - news - people ) and Novellus Systems (nasdaq: NVLS - news - people ). Caris & Company rates all the stocks at "buy" except AMD, which is rated "average." Rick Whittington, an analyst at Caris, wrote in a recent report that chip companies may benefit from the 3D Microsoft (nasdaq: MSFT - news - people ) Vista interface because it requires "materially greater" memory in PCs. The new Windows Vista graphical user interface is expected to be three-dimensional and include animation, transitions and fade-outs. Not all computers will be able to take advantage all the new graphical visualization capabilities, but new search and organizational features will be available to everyone. Intel shares have a 52-week range is $16.75 to $27.49. AMD has a 52-week range of $16.90 to $42.70.

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