Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Defrocked who wrote (10317)	11/3/1997 6:55:00 PM
From: Andrew Vargas	Read Replies (1) of 70976

Hi all, good comments from today's briefing.com Semiconductor Equipment Brief: Continued bargain hunting behind group's across-the-board gains... But much work to be done before technical tone turns bullish... Nevertheless scope of recent declines leaves plenty of room for short-term technically driven gains... Advanced Semiconductor Material Inc. to pay Applied Materials $15 mln cash to settle litigation... DSC Communications chose Teradyne Spectrum Manufacturing Test Platform for in-circuit and functional board test... Due to improved short-term tone, we are removing KLA-Tencor from cautioned advised list, as we could see corrective rally to the low- mid-50s before resuming slide... On the flip side, recent slide and subsequent trading behavior makes industry Applied Materials and Kulicke & Soffa attractive long-term plays... Valuations also much more attractive at these levels... Adding both to favored list... Given history of price/earnings instability and lingering questions surrounding impact of currency crisis in SE Asia, stocks are investment candidates for aggressive growth, risk-tolerant investors

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