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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (5535)11/14/2001 11:07:14 AM
From: Sully-  Respond to of 99280
 
* 11:05 ET KLA-Tencor (KLAC) 49.26 -1.28 (-2.5%): Issue rolls to its lows of the morning amid trading floor talk that the semiconductor equipment maker is issuing cautious guidance at the SoundView Technology conference. We're hearing that company sees orders for Dec flattish to slightly down. We have not been able to confirm comments with the company.



To: ajtj99 who wrote (5535)11/14/2001 11:15:25 AM
From: All Mtn Ski  Read Replies (1) | Respond to of 99280
 
Another upgrade near the top?

7:54AM GKM Ups Semi AMAT/TER : Gerard Klauer Mattison upgrades Applied Materials (AMAT 40.80) and Teradyne (TER 27.90) to BUY from Neutral and targets of $50 and $36 respectively; doesn't change EPS estimates but sees a bottom in orders in Q4 and a recovery in the first half of 2002.


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