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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: sixty2nds who wrote (27946)	1/17/2006 11:21:30 AM
From: sixty2nds	Respond to of 95487

08:19 AMAT Applied Materials downgraded to Hold at Stanford (20.15 -0.67) Stanford downgrades AMAT to Hold from Buy, firm cites valuation metrics have risen to appropriate levels given their short and longer term industry outlook; they also note negative factors including reduced growth outlook for 2nd half of 2006 as semiconductor industry growth slows and new production capacity comes on line.

To: sixty2nds who wrote (27946)	1/17/2006 11:36:31 AM
From: robert b furman	Read Replies (2) \| Respond to of 95487

Hi sixty, Acls webcast at Needham growth conference was very impressive. They had an increase of orders in current quarter of over 85%. Not counting Japan - they expect to be the ion implanter of record in 6 of 15 and 9 of in their Optima MD and Optima HD respectively. Ever since the webcast they've done a nice recovery. The most interesting feature of this company is they were a spin off from Eaton.They're IPO ocurred in March 2000 - oucj bad timing. Eaton sold off their 80% of shares at the bottom (around 4ish) and staock has been accumulating since. May well have a good 2006 - and perhaps at the expense of Varian. These two companies go head to head and it is hard to tell who is spinning and who is winning. Varian is at this point the best of breed,but Acls maintains they have the better implanter. BWDIK Bob