Friday, May 11, 2007

Sold NVDA & bought AMAT & PMCS .........

Took profit in NVDA.

Bought AMAT which was upgraded by UBS to BUY from neutral.Target was increased to $25 from $20.

AMAT earning estimates were increased from $1.20 to $1.40.

AMAT is also growing sales in Solar panel market.

Analyst stephen Chin from UBS is also bullish for potential for increased business from REXCHIP a joint venture......that plans to build new DRAM fabrication facilities in next 4 years.

AMAT volume is running ahead of average volume.

AMAT is only 13 cents away from its 52 week HIGH of $19.90.

Also added PMCS which is trading down.

Hope you all are having a profitable day.

BLOG does not give buy or sell.

Saleem

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