Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 320.21

+5.3%

10:10 AM EST

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To: Lester e. who wrote (7955)	9/16/1997 1:35:00 AM
From: Marlboro	of 70976

Data, stock split, market position, industry status, AMAT is headed higher for sure. After the july semicon show, AMAT announced a doubling of their manufacturing capacity, to one million square feet. In addition, AMAT said that they were spending over 400 million on the development for their 300mm product lines. The equipment Industry is about to take off again on another cyclical boom. The charts indicate it, the past few monthly book to bill numbers indicate it. The forces are building. The 1,000 dollar computers and all of the other devices that use chips indicate it. The drive to continue the pace of Moore's law goes on. More people discovering the wonders of the internet and this site. Internet commerce. Faster chips, more memory, multimedia features along with the move to the larger wafers are pointing to new process machine sales. AMAT wants to double their capacity to produce because it is also their plan to double the company revenues. They have done it in the past and management will repeat or three peat. Maybe they will give me a job.

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