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

To: etchmeister who wrote (19166)	5/30/2006 9:29:19 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Briefing.com 5/30/06 07:11 Early Research Calls II CIBC upgrades the Semiconductor Capital Equipment sector to Market Weight from Underperform, the firm says valuation is now discounting even their worst case scenario for a full-blown downturnin 2007. The firm says they see many near term headwinds (order decline in 2H, overhang from high semi inventory exiting 1Q:06). The firm says this makes the valuation trough a selective opportunity. They would focus on Applied Material (AMAT 16.91) (large-cap, low beta),