Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 220.17

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3:59 PM EST

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To: matt dillabough who wrote (20794)	10/3/2006 9:02:10 AM
From: matt dillabough	Read Replies (1) of 25522

BRCM Broadcom downgraded to Sell from Neutral at Amtech- tgt $23 (30.85 ) -Update- Amtech downgrades BRCM to Sell from Neutral with a $23 tgt noting MRVL is the latest to pre-announce a miss along with KOMG, ADI, MXIM, NSM, SLAB, CSR, XLNX, MSCC, SMTC, and MCHP. Given these pre-announced misses, the firm is concerned with a semiconductor slow-down and build-up of component inventory across multiple end markets including industrial, consumer, enterprise, and communications.

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