Applied Materials remains Top Pick in Semiconductors, says Cowen Cowen believes the Applied Materials story is starting to come together citing better guidance, improved margins, and unique operating leverage. The firm also noted an improved silicon order book across the industry which bodes well for all semi-equipment companies for the March quarter. Shares are Outperform rated.
UBS to hold a conference Global Technology Conference to be held in Sausalito, California on November 18-20 with webcasted company presentations to begin on November 18 at 10:45 am; not all company presentations may be webcasted. Webcast Link