Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 329.07

-0.4%

Feb 10 3:59 PM EST

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To: Tito L. Nisperos Jr. who wrote (4207)	5/1/1997 7:38:00 PM
From: Big Bucks	of 70976

Tito , I have been lurking on this thread as well as other semiconductor threads for months now just taking in the various inputs from interested parties. It has been enlightening getting different perspectives on AMAT and other semi related stocks. Your insight and instincts have been very good. Keep up the excellent dialog. I have an advantage regarding both of these companies (AMAT and ATML) since I am employed by Amat working at Atmel. Both of these companies are winners with excellent prospects. I believe AMAT will test $60-$65 over the next several months due to its growth momentum in all of its product lines even though the rest of the semi's have taken a beating. AMAT continues to increase its market share by selling its innovative leading technologies to every major chip manufacturer which allows them to improve yields and productivity using a partnership approach with much hand-holding from AMAT to insure product success. Each new product that AMAT releases increases the technology capability of its' customers. More and more customers are interested in process integration between equipment sets using a common vendor to support their long term technology requirements. Atmel is just one of many companies that purchase the total package that Applied offers, often willing to purchase newly released products in order to gain the technology edge. New technology is the future growth for these companies and Applied Materials designs the product as well as the processes to provide process capability 1 to 2 generations before the customer has the need, this gives the customer the feeling that his purchases will meet todays' and the next generation requirements. Good Luck to all with AMAT and ATML. BB

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