Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.76

0.0%

10:19 AM EST

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To: james gheith who wrote (10902)	11/12/1997 11:43:00 PM
From: Lou Cifer	Read Replies (1) of 70976

My broker at Paine Webber let me listen to G.Miller's conference call on tech stocks today.He was very bullish saying that we could have a bumpy ride in the next few days;he says that the semiconductor industry is now in a recovery stage and business looks great.He picks AMAT,TER and KLAC as his top picks among the semis.He says that AMAT will have a good qtr.and recommends buy for investors with a 6-12 month outlook with a target of $46.Also Goldman Sachs likes AMAT in the semiconductor group and is very bullish on techs saying this problem is short-lived

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