Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.26

-1.9%

11:41 AM EST

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To: Investor2 who wrote (42405)	2/21/2001 8:12:15 PM
From: Cary Salsberg	Read Replies (1) of 70976

I did give up. When they folded their mask making tool and sold the rights to PGILD, I decided that they had no leading edge technology and were not a long term hold. I believe the move up reflects their bump application for flip chips and their rising sales and orders for the Saturn bump tool. They are not mainstream equipment suppliers and the market is betting that their niche product which addresses newer packeging technology will not be affected by the slowdown. Since AMAT has licensed their PGILD technology, I don't believe there is any reason for AMAT to purchase them.

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