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

To: Cary Salsberg who wrote (3330)	9/27/2002 2:05:02 PM
From: matt dillabough	Read Replies (2) \| Respond to of 25522

12:49 ET Micron upgraded by Rick Whittington this morning (MU) 13.20 +0.65: Rick Whittington was previously the semi analyst at B of A and is now with the boutique firm American Technology Research. This morning, he upgraded MU to a BUY from Hold citing these factors: 1) signs of seasonally improved PC sales, 2) channel activity for graphics memory, frequently a precursor to main system memory, 3) Taiwan inputs that leading foundries are seeing upped production plans from graphic chip set customers, 4) improved risk/reward for MU (but not the semi sector generally).