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

To: robert b furman who wrote (17061)	1/10/2006 11:09:07 AM
From: brushwud	Read Replies (2) \| Respond to of 25522

Amat leading this dip to first in the green. See Analysts can be your friends. LMAO AMD is leading by a lot more.

To: robert b furman who wrote (17061)	1/10/2006 11:20:35 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Two Picks To Play Emerging Semi-Cap Trends David Ng, 01.10.06, 10:43 AM ET Morgan Stanley upgraded its view on the semiconductor capital equipment sector to "attractive" from "in-line," saying semi-cap stocks are likely to outperform both the broader market and semiconductor stocks. The research firm cited Applied Materials (nasdaq: AMAT - news - people ) and KLA-Tencor (nasdaq: KLAC - news - people ) as "the best way to play" the emerging trends. "A key theme is increasing broadband connectivity between wired and wireless devices," Morgan analyst Timm Schulze-Melander wrote in a recent report. "This should drive demand for higher performance semiconductors, in our view, whether it be logic devices or data storage such as NAND flash, mobile DRAM and higher-density DRAM." The research firm said semi-cap stocks have likely ended their three-year underperformance versus semiconductor stocks thanks to new consumer product cycles and less overall volatility. Morgan reiterated "outperform" ratings on Applied Materials and KLA-Tencor and raised the target prices to $23 and $60, respectively, from $17.50 and $55. Elsewhere in the sector, the research firm raised the target prices on FormFactor (nasdaq: FORM - news - people ), Lam Research (nasdaq: LRCX - news - people ) and LTX (nasdaq: LTXX - news - people ) to $28, $43 and $5.50, respectively, from $21, $31 and $4.50.