AMAT/AEIS/LRCX/MTSN/ASYT downgraded@SBSH Following an Asia trip, Citigroup has downgraded AMAT, AEIS, and ASYT to Hold from Buy and LRCX & MTSN to Sell from Hold as they are less optimistic in 2H06 order growth and checks that indicate NAND orders are being pushed out.