Merrill on semiconductorsMerrill Lynch reiterates buy on AMAT and KLAC. They reiterate accumulate on TER. Merrill says capacity utilization is up which is positive. For details see CNBC Specials Page at
https://205.178.157.1/copy_of_209_75_214_115/Semi.htm
For a table with various analysts' comments on AMAT see https://205.178.157.1/copy_of_209_75_214_115/Semi.htm#Views_on_AMAT