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

To: Tony Viola who wrote (37887)	10/5/2000 12:28:13 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Mets are missing the chemistry they had most of last year, particularly in the first round again Arizona. They probably will be gone in 4. They lost that best fielding infield status with Olerud departure and Ordonez injury. Did you take a look at Brians sony post 37878 re: LSI--Need an explanation.

To: Tony Viola who wrote (37887)	10/5/2000 2:38:29 PM
From: Bob Kim	Respond to of 70976

ML downgrade, did they say we're going back to vacuum tube or relay logic again? ML lowered their price targets for the semi-equipment stocks. They didn't change any ratings. They are having troubles today. They had to pullback and reissue their original error-filled comments. They did say that after the reduction, the stocks have implied upside potential of 75% on average. BTW, 20% is all that is necessary for a ML "Buy" rating. Accumulate-rated AMAT's target got reduced from $120 to $76. The analyst started coverage at about $96 less than 4 months ago.