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Politics : Formerly About Applied Materials
AMAT 318.63-3.0%3:59 PM EST
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To: Sonki who wrote (4609)5/17/1997 8:17:00 PM
From: Big Bucks   of 70976
 
Sonki,
You might do some research on LRCX (Lam Research)
they are an etch manufacturer that has not performed very
well recently. They have recently gotten into the CMP
(Chemical Mechanical Polishing) marker with a merger of
OnTrack systems. This merger also brought Jim Bagley
(former president of AMAT) into, I believe, the CEO position
at Lam. Bagley was one of the major architects of the
growth and development of AMAT over the last 15 years.
His managerial ability and style will make LRCX a formidable
challenger to AMAT.

Good Investing,
BB
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