Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.08

+2.2%

Feb 5 3:59 PM EST

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To: Rob-Chemist who wrote (4422)	5/13/1997 11:53:00 AM
From: Kumar Nathan	of 70976

Rob: When you look into FAB about 60-80% of Fab real estate is occupied by AMAT. These equipments need to change every 3-5 years. Jerry cameout and told us that he is growing at the rate of 30% annually compounded. On top of it all the Fab are going through this investment cycles. Everybody want to be in the race and they want to book their orders in advance fearing that they might get knocked out by competetion. Amat Competetors ,LRCX, openly admits that they are losing business to AMAT. AMAT has no manufacturing constraints. 2-3 years ago they silently bought huge facilities at Austin Texas to handle their manufacturing requirements. NVLS are also losing their business to AMAT. Plus on top of it they have this patent suit lingering. Although it is settled, I wouldnt buy a PVD tool from NVLS whey they violated patents with AMAT. Dont forget this is not a price sensitive market. This is a market of technology. Price is not at all the issue. Rob, putting all the pussles together you will find that AMAT is poised for a huge growth. Definitely their book to bill should be more than 1.2 at least. Regards Kumar.

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