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


To: StanX Long who wrote (55351)11/12/2001 8:30:07 AM
From: advocatedevil  Read Replies (1) | Respond to of 70976
 
08:15 ET Morgan Ups Semi Equip Targets : Morgan Stanley expects the next semi equipment cycle to begin in earnest late Q1, early Q2; though sees possibility of near-term pullback, ups price targets on many names: AMAT 40 > 50, NVLS 40 > 50, KLAC 45 > 60, LRCX 25 > 30, MTSN 5 > 8, CMOS 16 > 20, DPMI 35 > 50, LTXX 18 > 25.

AdvocateDevil



To: StanX Long who wrote (55351)11/12/2001 8:39:01 AM
From: daryll40  Read Replies (1) | Respond to of 70976
 
Frankly, I was surprised to see that the war was "ONLY" costing $1B/month. We can easily handle a $12B/yr war. I realize that the cost will only escalate, but so far it's manageable.

Daryll40