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Politics : Formerly About Applied Materials

AMAT 329.07

-0.4%

Feb 10 3:59 PM EST

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To: Cary Salsberg who wrote (47284)	5/25/2001 11:12:23 AM
From: Ian@SI	Read Replies (1) of 70976

Cary, Unfair comparison. LRCX under Emerick vs LRCX under Bagley is just not the same company. Emerick had no financial discipline whatsoever. His focus was to grow the company even if he couldn't do it profitably. The depth of losses seen under Emerick during the downturn is unlikely to be seen with Bagley. IMO, Ian.

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