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Politics : Formerly About Applied Materials
AMAT 228.68+1.2%Nov 17 3:59 PM EST

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To: StanX Long who wrote (47570)6/5/2001 4:05:02 AM
From: StanX Long  Read Replies (1) of 70976
 
I have heard a lot of negative comments on the resent Applied Materials' commercial. The discussions have mostly centering on who are the intended audience of the message and the general knowledge of the audience. And the audience's knowledge of the Semi's Gorilla and his competition.

I actually like both of the two versions AMAT commercials I have seen. The first a city in Asia and the latest with the Porsche. As I own and love my 911 Porsche I enjoyed the commercial.

What is interesting is the thread's conversation (amat, blood in street, no clowns, and more) was suggesting to AMAT, why have a commercial where your customers and your future employees already know who you.

All that I read, just past me by until a few moments ago when I heard a commercial for the NYSE, repeating "Right here right now". I then realized that I have heard this commercials dozens of times on CNBC and thought nothing much.

But now comparing the two commercials AMAT and NYSE, makes me think of the discussions on the threads in respect to AMAT. But I never heard anyone mentioning this NYSE commercial, the intended audience or it effectiveness.

Between the two big names (AMAT/NYSE), who would has a greater Total Available Market "TAM" and their Serviced Available Market "SAM". I would think the NYSE has a great % of the SAM for their TAM.

Or not.

Just a thought.

Stan
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