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madrose1

02/27/06 6:18 AM

#186 RE: madrose1 #185

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.