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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Lone Star who wrote (34078)2/7/2000 7:14:00 PM
From: Fred Levine  Respond to of 70976
 
A recent rport from Merrill reiterates its BUY recommendation, and states that AMAT is increasing its CMP penetration. However, it also stated that AMAT's etching position has lost sales, and AMAT is looking for new management in etching.

Anyone know more?

fred



To: Lone Star who wrote (34078)2/7/2000 10:21:00 PM
From: Big Bucks  Read Replies (3) | Respond to of 70976
 
Well,
I guess I have to eat crow on this one, I stuck my neck out
about $10 ago and predicted that would be the high. I was
wrong. With every "analyst" playing one upsmanship in
price and earnings projections AMAT should soon have the
capitalization to do a hostile takeover on Microsoft<G>.
The Tech Bull isn't just running IT'S STAMPEDING!!!
stocksheet.com

Humbled,
BB