Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

Nov 17 3:59 PM EST

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To: Sun Tzu who wrote (36979)	8/25/2000 1:13:24 AM
From: James Calladine	Read Replies (2) of 70976

WHY AMAT? Of course the market will pay more (typically) for the market leading company, because of: -- market share -- depth of product offerings -- customer relationships -- technical savoir-faire etc, etc. There are far cheaper offerings out there, but for the reason that they do not have the demonstrated combined power of AMAT. To me, AMAT is the market leading company, getting stronger. It's worth having some of that in a portfolio, if you like the sector in the first place. This is as close to a sure thing that you will find in the semi-equip sector. If you want to speculate more, you can certainly find lots of good companies that are relatively cheaper and MAY give you a higher return over time. Best wishes, Jim

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