Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 266.59

+0.5%

3:10 PM EST

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To: Lone Star who wrote (38864)	10/26/2000 8:15:21 PM
From: Cary Salsberg	Read Replies (3) of 70976

From previous posts, I conclude that you have held AMAT from $1B to today's $12B and soon tomorrow's $15B. Do you expect $150B in 10 years? I don't. Buy and hold was an excellent strategy because you picked the right company at the right time. I think AMAT's success during the past 10 years lessens its opportunity for growth during the next 10. I think it should buy ASML. Lithography is 30% of the front end and a AMAT/ASML merger could eventually capture 70-80% of the market.

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