Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (4239)	5/3/1997 5:18:00 PM
From: Sam Citron	of 70976

Gottfried, <<Who is the biggest threat to AMAT?>> That is a great question. I don't pretend to be an expert on this industry. I'm sure there are many fine companies occupying various niches, but none seem to have the breadth of offerings in the various processes as AMAT has, although AMAT is clearly focused on the front-end. To me a bigger question for AMAT is how it can better exploit its size, scope, and financial muscle to make it easier for customers to afford to migrate to the latest tools? Cisco has a similar problem trying to get cash starved ISPs to adopt its equipment. One solution Cisco came up with is an innovative leasing program. I wonder if such a leasing program might work with semiconductor equipment to lower the all-important cost of ownership (while getting some tax advantages at the same time). Maybe they also need a Wayne Huizenga-type model for efficiently disposing of previously owned semiconductor equipment as well. SC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next