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

To: Cary Salsberg who wrote (53470)	9/30/2001 11:11:49 PM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

Not necessarily, Cary. I would think you are a wee bit biased. I have no idea why he apparently favors ALTR to XLNX. One has to assume that if he liked these other stocks he would take the opportunity at the pulpit to talk them up as well. (unless, he's still buying) Sam

To: Cary Salsberg who wrote (53470)	10/1/2001 6:10:50 AM
From: dr_elis	Read Replies (2) \| Respond to of 70976

What do think of this one (from U.S. Bancorp Piper Jaffray): ``We are initiating coverage of Applied Materials with a Buy rating and a 12-month price target of $35, based on a historical-peak-forward earnings multiple of 15 times estimated 2004 earnings-per-share (EPS) of $2.75, discounted back one year by 17 percent,'' said Konezny. ``Given the company's impressive historical performance and expectation of future market share gains, Applied Materials is a core holding for long term-oriented investors, in our opinion. In addition, it appears that downside risk to AMAT shares is limited based on current valuation multiples, which are near 1998 lows.'' I thought their 12-month target is somewhat scary... Regards Michael