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

To: runes who wrote (7009)	8/29/2003 10:25:20 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Here is one saying similar things to what you said: 9:53AM Novellus: Attractive risk to reward profile -- ThinkEquity (NVLS) 39.84 -1.01: -- Update -- While tone of the mid-quarter conference call was lukewarm, firm believes several end market indicators have turned positive in recent months and that Novellus should be one of the beneficiaries. However, while NVLS offers an attractive risk to reward profile, believes Applied Materials (AMAT 21.36 -0.21) offers better near term returns. Notes that Taiwan is showing some signs of a pick up but not yet strong enough to benefit Novellus.