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

To: Jerome who wrote (19124)	5/25/2006 7:22:53 PM
From: Proud_Infidel	Respond to of 25522

Historically the correlation between INTC and AMAT et al has been great. But in recent years, history has become meaningless. Hope you are correct about INTC moving up.....haven't checked officially, but I can only assume that INTC is now one of the Dogs of the Dow. Who'd a thunk it?

To: Jerome who wrote (19124)	5/25/2006 7:31:54 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Can someone please email this guy and explain the difference between semi and SCE companies? KLA-Tencor Sell-Off Results In Correct Valuation Kate DuBose Tomassi, 05.25.06, 5:08 PM ET After a recent sell-off of KLA-Tencor shares over the past month, Banc of America Securities analyst Mark Fitzgerald upgraded the San Jose, Calif.-based company to "neutral" from "sell" saying that the stock price is now back in-line with other front-end semi-equipment stocks. The analyst noted that KLA-Tencor (nasdaq: KLAC - news - people ) seems to be getting close to peak booking and that Applied Materials (nasdaq: AMAT - news - people ) is increasingly competing with KLA-Tencor in the bright field wafer inspection business, which accounts for approximately 35% of KLA's sales. He added that KLA is facing an investigation regarding its alleged back-dating of stock option grants. The analyst lowered the target price on KLA-Tencor shares to $43 from $44. Banc of America's top picks in the semiconductor capital equipment space are ASML Holding, rated "buy" with a$26.80 price target and Taiwan Semiconductor Manufacturing (nyse: TSM - news - people ), rated "buy" with a $13 price target. The firm's least favorite stock in the category is Semiconductor Manufacturing International (nyse: SMI - news - people ), rated "sell" with a $6.10 price target.