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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tito L. Nisperos Jr. who wrote (27524)	1/5/1999 11:13:00 AM
From: Henry Eichorszt	Read Replies (2) \| Respond to of 70976

RESEARCH ALERT - SoundView ups chip equipment cos NEW YORK, Jan 5 (Reuters) - SoundView Technology said Tuesday its semiconductor capital equipment analyst Michael O'Brien raised his ratings on three companies. Raised KLA-Tencor <KLAC.O> to strong buy from hold and raised earnings estimates to $0.12 a share from $0.08 for the current quarter, to $0.61 from $0.43 for fiscal 1999 and to $1.52 from $1.26 for fiscal 2000. Long-term price target range is $55-$60. Raised Lam Research Corp <LRCX.O> to buy from hold. Current quarter earnings estimate kept at a loss of $0.91 a share. Established a long-term price target of $27. Raised Teradyne Inc <TER.N> to strong buy from buy. Kept earnings estimates unchanged at $1.39 for fiscal 1998 and $1.60 for fiscal 1999. Long-term price target is $65 a share. 10:57 01-05-99 Copyright 1999 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content, including by framing or similar means, is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. All active hyperlinks have been inserted by AOL.

To: Tito L. Nisperos Jr. who wrote (27524)	1/5/1999 11:21:00 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Tito/Paul, What is your target high for AMAT for '99? I assume in the $100 area assuming AMAT repeats its pattern from 2 years ago, as it appears to be doing ahead of schedule. Am interested in the insights of a purely TA person. TIA Brian

To: Tito L. Nisperos Jr. who wrote (27524)	1/5/1999 1:11:00 PM
From: Jacob Snyder	Read Replies (5) \| Respond to of 70976

Sold half my amat leaps today. I am unable to maintain the discipline of holding long-term. Even with everything I lost in nvls puts, I've more than doubled the money I put into the sector 4 months ago. Also switched all my tax-deferred acount from Fidelity Select Electronics (hitting a 52-week high) to Energy Services (near a 52-week low). With amat and nvls within spitting distance of their 1997 highs, and all the uncertainty in the sector and general economy, I need to take some money off the table. Last time I did that, I sold just before a huge runup in intc. I don't think that's going to happen again, but I've been wrong before. I'll hold cash till the semi-equip sector pulls back, or maybe dribble money into the oil service sector and wait till oil goes back to 18$/barrel, and keep up my frustrating search for undervalued stocks.