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Politics : Formerly About Applied Materials

AMAT 322.22

-1.9%

10:12 AM EST

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To: Dennis G. who wrote (4562)	5/16/1997 1:18:00 AM
From: Kumar Nathan	of 70976

Dennisr: "I guess they think that AMAT is on its way to crushing the other semi-equips and monopolizing the business." That is exactly true and that is why market is rewarding AMAT. AMAT is totally different company. Its people are different. There is a different mentality and attitude. A high sense of alertness is in that company. The most important specialty about AMAT which we all tend to forget is the following. AMAT has transformed from a "TECHNOLOGY PROVIDER TO TOTOAL SOLUTION PROVIDER". Take it from me this is the fundamental different between AMAT and its other mickey mouse competetors. When you look at the recent TSMC order, it is complete turnkey project. It is a total solution contract. The net result is that it is a huge contract with big $ value. Have you seen any such order with LRCX or NVLS etc.,. The answer is no. All I am saying is that AMAT is emerging as a monopoly in this equipment sector. It take a lot of guts for Jim Morgan to say that Intel and CSCO will go nowhere without AMAT. In a way it is a humble statment. Regards Kumar.

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