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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST
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To: geoffrey Wren who wrote (9871)6/4/2001 4:36:29 PM
From: rgammon   of 10921
 
My take on the AMAT commercial is that it is an attempt to gain broader recognition by the public at large, in particular the investing public, as to what AMAT does. Time was, back in the 80s and early 90s, companies like TXN (and AMAT) would NOT do ANY TV advertising. TXN wanted to focus their ad dollars on the engineers who designed new equipment that used the chip company's products (and AMAT wanted to influence the engineers who made equipment selection for new fabs and for fab upgrades). The tide has been changing, so once reticent tech firms are now attempting to make the general public more aware of what they do.

Many of these ads seem lame, particularly to the tech savvy. Even to the unwashed masses, the ads are lame. The message is a difficult one to convey.

Robert
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