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

To: Gottfried who wrote (17177)1/13/2006 11:24:57 AM
From: The Ox  Read Replies (2) | Respond to of 25522
 
Mark Fitzgerald, an analyst at Banc of America Securities, raised his forecast for capital spending to positive 4 percent in 2006, up from minus 8 in the original prediction.

The semiconductor equipment industry is projected to grow 10 percent in 2006, up from minus 8-to-11 percent in 2005, Fitzgerald said at a panel session...

...and then he proceeded to downgrade the entire semi universe based on his theory that the stocks have priced in the next 23 years of gains. He reiterated his $14 target on AMAT and promptly said: "See, I'm bullish!"

:)



To: Gottfried who wrote (17177)1/13/2006 11:40:21 AM
From: etchmeister  Read Replies (2) | Respond to of 25522
 
Mark Fitzgerald, an analyst at Banc of America Securities, raised his forecast for capital spending to positive 4 percent in 2006, up from minus 8 in the original prediction.
Could be a red flag - sad but true


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