Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 298.98

+0.5%

12:01 PM EST

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To: Paul V. who wrote (60169)	2/8/2002 11:11:40 AM
From: Cary Salsberg	of 70976

CSCO, more than any other company, represents the market for semiconductor makers. Chips fill the network and the network will be pervasive. AMAT, more than any other company, provides the tools and technology to manufacture chips. If CSCO and AMAT march in time, then the market is demonstrating its efficiency.

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