Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: Jerome who wrote (41797)	1/30/2001 10:12:58 PM
From: Proud_Infidel	Read Replies (2) of 70976

Jerome, Every year, AMAT's market share has been increasing in most segments; this is empirical data, not just a repeated mantra. When this stops occuring, I will be the first to sign up for your reality check. Billat probably knows this industry better than any analyst out there and she is on the record as believing AMAT will garner additional share this time around too. The battle does not necessarily go to the strong nor the race to the swift, but that is the way to bet. BK *************************** Robertson Stephens analyst Sue Billat said Applied's earnings warning was natural given the slowness in the overall chip gear market. But Billat said Applied may fair better than most given it has been building share and is a leader in the move to copper chips and larger wafers. "I expect them to do well, but they are just too big not to be affected by changes in industry," Billat said. Billat said the current downturn appears to be less severe than other recent slowdowns, and chip gear makers may be better prepared. She said the companies saw their stock prices go down about nine months ago and have been looking over their shoulders for signs of weaker business ever since. "The last one felt like somebody clipped the cable on the elevator," Billat said. "This downturn has been rolling out rather slowly." Subject 50522

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