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.

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

To: Cary Salsberg who wrote (8879)	2/12/2004 10:57:18 PM
From: Fred Levine	Read Replies (1) \| Respond to of 25522

Thanks Cary. This is from Merrill Lynch research: Applied Materials (AMAT) Upside opportunities continue to improve: We believe rising utilization rates, coupled with tightening supply, are increasing AMAT’s visibility into customer plans and that equipment slots are being filled in manufacturing through July. This improves the chances for upside in the next few quarters as AMAT achieves a more predictable build plan that can be used to leverage pricing and manufacturing costs. Reiterate Buy and $30 price objective. fred