Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Chris who wrote (30458)	2/20/2002 9:35:00 AM
From: Chris	Read Replies (1) \| Respond to of 52237

09:29 ET Applied Materials says they are taking share (AMAT) 45.80: During their CSFB technology conference presentation, AMAT's CFO says that they expect growth in 2H02 over 1H, and that the co is taking share in virtually every product category, particularly in metrology and inspection (albeit from a small base, but watch competitor KLAC and other metrology co's for a possible reaction to this news). 07:36 ET Oracle Corp upgraded by BofA (ORCL) 14.79: Banc of America upgrades to BUY from Mkt Perform due to valuation; firm says that estimates reflect the current environment, and that an improvement in the economy could lead to database and EPS growth of 25-30%; further, investors have already discounted risks of CFO Henley leaving and that May license est may be slightly high. Price target is $20.