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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.15+2.1%Nov 26 3:59 PM EST

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To: geoffrey Wren who wrote (9871)6/4/2001 6:56:46 PM
From: Proud_Infidel  Read Replies (4) of 10921
 
It seems a poorly conceived advertisement. More to the point, it makes you wonder about AMAT

Actually, it makes me wonder about the people who wonder about AMAT because of the commercials they run. Can ANYONE name me 1, that is ONE, company with 10B in sales with no advertising or commercials? There are more worthwhile things to discuss than the merits of an ad campaign for a multi-billion dollar company. AMAT should be a 20B within a few years; 30M out of 20B is .15%, not a large ad budget IMHO.

If nothing else, the ads may give AMAT more visibility and the ability to attract engineers who may not have otherwise heard of them(and have gone to work to a competitor). Because one of these days the labor pool is going to get tight again, believe it or not.

BK
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