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

To: Henry D who wrote (46524)	5/10/2001 3:51:42 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Is anyone else have a problem when opening the AMAT Thread Links. Message 15780522 After I open the link, Realmoney.com tries to load after the SI in a second window. The link does not fully open and the Realmoney.com site has missing fields. I don't know how to tell SI, if SI is reading, do you know what is happening ? Again Realmoney.com opens after I open the SI Thread link. Thanks Stan

To: Henry D who wrote (46524)	5/10/2001 8:05:35 AM
From: Shoibal Datta	Read Replies (3) \| Respond to of 70976

Per briefing.com: 07:55 ET Chip Equipment Companies : Hearing from sources at Morgan Stanley that firm is upgrading large-cap semiconductor capital equipment companies; firm said to raise AMAT, KLAC, ASML, LRCX, NVLS, TER to STRONG BUY from Outperform... Firm feels that train has left the station and recent pullback creates a buying opportunity; sees upside of 40% or more over next 12-18 months

To: Henry D who wrote (46524)	5/10/2001 8:28:36 AM
From: Tito L. Nisperos Jr.	Read Replies (2) \| Respond to of 70976

Henry D, Back during the 1996-97 Bull market, AMAT Gapped the next day to 38 from 32 the previous day. Many Investors were pre-occupied in waiting for the stock to fill the Gap even after the price was already in the 60s. I used to call them many many times as the AMAT Gap Investors. Just to let you know: --- AMAT never completely filled that Gap. (I've watched AMAT since 1997 when I first invested in Stocks. AMAT moves differently from the other Techs. That's why when I recommend some Investment Plays, I remind them that it is for "... AMAT and AMAT only...")