Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 222.53

-2.7%

10:45 AM EST

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To: Sun Tzu who wrote (36978)	8/25/2000 12:32:07 AM
From: Sun Tzu	Read Replies (2) of 70976

A question to the thread: I am interested in learning about the advantages that AMAT holds over other semicap companies (both as a business and as an investment). It seems to me that some semicaps (e.g. NVLS) are at better valuations (at least at some measures) and also have outperformed AMAT recently [see siliconinvestor.com and siliconinvestor.com ]. So my question is why would anyone rather hold AMAT over them. Is it because AMAT is providing one-stop shopping and you think that this is a big consideration for their customers, or are there other issues. TIA ST

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