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Politics : Formerly About Applied Materials
AMAT 298.52+0.3%1:53 PM EST
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To: Duker who wrote (32775)10/10/1999 12:07:00 PM
From: Proud_Infidel   of 70976
 
cbs.marketwatch.com

Excerpt:

CBSMW During a downturn in the summer of 1998, SpeedFam-IPEC lost market share to its competitor Applied Materials. What distinguishes your company from Applied? How do you intend to regain some of your market share?

Faubert: In a word focus. We are specialists. They (Applied Materials) are generalists. We are a CMP company. That's what all of our ideas focus on. That's what all sales and support people are focused on. When a company focuses usually they outperform that particular category. "Best in breed" is the expression we're using with our alliance partners like Novellus. We have to produce a CMP processor that's better than Applied. And that's pretty straightforward.

CBSMW So you are pretty bullish about the competition with Applied Materials?

Faubert: Applied Materials isn't going to go away, but they aren't going to keep talking market share away from us either. We will outperform them in CMP processing.
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CSCO is a "generalist" company also. But the competition has either merged to stay alive or died for the most part. They are #1 in 18 out of 20 categories(similar to our AMAT). Being a "generalist is not necessarily a bad thing(for shareholders)

BK
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