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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (2939)	9/6/2002 10:45:53 AM
From: Gottfried	Read Replies (1) \| Respond to of 25522

Brian, differentiating so much between the leaders makes the analyst seem wise, that's all. G. [end]

To: Proud_Infidel who wrote (2939)	9/6/2002 12:35:37 PM
From: Bob Kim	Read Replies (1) \| Respond to of 25522

Brian, Here's an old analysis I did when I used to track ML's research. Keep in mind that to get ML's highest rating of 1-1 a stock's expected appreciation needed to be just 20%. Yet the analyst here (FitzGerald), tried to be cute and finesse the ratings. A 2-2 is supposed to go up <20%. (The list only includes stocks whose ratings didn't change during the period measured.) Ticker Rating 1 yr Perf. (2/8/99 open to 2/8/00 open) KLAC 1-1 138.5% AMAT 1-1 141.8% NVLS 1-1 132.8% Buy/Buy Average 137.7% CMOS 2-1 255.5% TER 2-1 156.4% BRKS 2-1 152.5% AEIS 2-1 113.0% Accum/Buy Average 169.4% LRCX 2-2 279.7% SVGI 2-2 60.2% Accum/Accum Avg 170.0%