Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (20653)	9/14/2006 9:46:46 AM
From: matt dillabough	Read Replies (2) \| Respond to of 25522

AMAT Applied Materials: Order outlook uncertain near-term; solar long-term positive opportunity - AmTech (17.34 ) AmTech says AMAT's near-term outlook is consistent with tehir view on the semi-cap equipment industry in general. Firm believes that the near-term order outlook is uncertain through the 2H06 with the earliest potential rebound by mid-2007. While solar panel manufacturing equipment is a new and important market for AMAT to drive growth long-term, firm believes it is still in the early stage for meaningful rev contribution for the co. Firm is reiterating their neutral stance on AMAT and on the semi equipment sector.