Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.17

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Dec 8 3:59 PM EST

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To: Teri Skogerboe who wrote (2889)	1/27/1997 1:35:00 PM
From: Tito L. Nisperos Jr.	of 70976

Teri, LRCX had just sent a Distress Call, an S.O.S to their Shareholders!...asking their help to drive off Sharks circling around their craft!...this is ONLY MY OPINION, I maght be wrong!...Last summer. Analyst were predicting mergers, consolidations in the Semi-Equips, saying that only the biggest would survive and control 90% of the market , up from 80%. Recently, we have seen such developments...Now, LRCX Thinks the company is undervalued at present. They think. a merger or take-over is not in the best interest of shareholders because they believe, they can grow much bigger later on---it's just a matter of time!...To All, I'm not FEEDING a RUMOR...or want to originate one. This is my sole opinion, I repeat!

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