Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

Nov 12 3:59 PM EST

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To: Michael Ohlendorf who wrote (28287)	2/16/1999 9:16:00 PM
From: Jeffrey D	of 70976

Michael:<<IMO ASM Lithography is an even bigger short !!> Hmm, looks like you and Credit Suisse do not agree on AMAT's newest partner. Good luck if you do short ASMLF. Jeff << ASM Lithography (ASMLF, $45, BUY) Target (12 Months): $60 Price Target Raised to $60. Order Flow Accelerating. Major orders from Motorola and Samsung are not chance events. Continuing momentum should stem from accelerating foundry and DRAM spending in H1:99, followed by capacity buys in H2:99. Share Gains Magnify Growth. ASML has steadily expanded its market share for seven consecutive years. Ramping sub-0.25- micron production, new customer additions, and competitive technology wins point to further share gains in 1999. Substantial Upside to Forecast. Accelerating demand and strong operating leverage suggest upside to forecast EPS in H2:99 andbeyond.

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