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

To: James Calladine who wrote (51464)	9/5/2001 8:51:50 AM
From: James Calladine	Respond to of 70976

YET MORE: <<<08:34 ET AHH Cuts Semi Equip : Adams Harkness Hill reduces capital equipment's industry 2000-2004 CAGR to 10% from 16.4%; reiterates STRONG BUY on VSEA, but downgrades the following: TWAV and VECO to BUY from Strong Buy; ATMI, BRKS, HELX, KLAC, LRCX, NANO, NVLS, and PRIA to MKT PERFORM from Buy.>>> Namaste! Jim

To: James Calladine who wrote (51464)	9/5/2001 9:03:24 AM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Seems like GS wants to have it both ways. i.e. the ability to either say that: 1. We've been cautious on the sector; or, 2. AMAT was our single best idea; depending upon what the market does in the future. +++++++++++= Goldman Sachs initiated coverage of Applied Materials (AMAT) and designated the stock with a "Recommended Rating" and one of their "Single Best Ideas." The analysts cited attractive valuation, wide product portfolio, market opportunity, solid financial performance, and exaggerated market fears.