Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 329.07

-2.2%

Feb 10 3:59 PM EST

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To: Tito L. Nisperos Jr. who wrote (32190)	8/20/1999 9:17:00 PM
From: Kumar Nathan	Read Replies (1) of 70976

Hi Ppl: Apologies for being away for a long time. I was busy with developing my business. I got into AMAT in a big way after announcement. Applied went thru series of restructuing in the last one and half years which makes many people to monitor its growth in every segment of the market they are at. I feel the same way. Old CVD, PVD Implant structure is now gone. The new thing is based on the tools they are selling. The point I am making is that I am not current as I use to. I saw several posting regarding AMAT's order backlog. AMAT has a unique booking policy. It is hard core conservative. They dont take any orders which involves any reasonable tweaking etc., They dont take any orders if AMAT feels that Customer may not need it (in AMAT's opinion) even though its customer really needs that. There are many many constraints and rules for any customers to find its place in its backlog books. It doesnt mean that they wont take those orders. But it will not be official backlog. I talked to few of my contacts. Everybody is very upbeat on their company as a chorus. They all are very positive about their company. I invested quite a chunk in it and I am seeing some initial losses. But I am extremely confident that AMAT has a tendency to bounce back with a vigor. I am anxious to find out the rating of Mike O Brien of soundview whose rating I respect most. Tito, hats off for putting sense in this thread for such a long period of time. I am still seeing some folks like, GM, Paul V and others. Keep up the good work. Regards Kumar Nathan

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