Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 156.06

+0.6%

12:59 PM EST

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To: w0z who wrote (9884)	6/5/2001 1:15:27 PM
From: James Calladine	Read Replies (1) of 10921

AMAT CONSUMER ADVERTISING: I echo your comments completely. In Advertising 1.0 (even before Advertising 1.01) you learn: 1) Decide on WHAT it is you have to offer 2) Decide on WHO it is you are appealing to 3) Target them directly by skillful use of media The general public are not: -- semiconductor companies with their own fabs -- semiconductor foundries The general public are not even aware of the semiconductors used INSIDE the products they purchase, let alone which semi-equipment company's tools were used for some part of the process. If AMAT wants to talk to investors, they can target them infinitely easier, and much more cheaply. There are a huge number of Internet financial sights on which AMAT could buy banners for relatively peanuts. And many other possibilities as well. If AMAT were a near-term candidate for the website FuckedCompany.com OR a stupidly managed dotcom company run by people with a bet-the-farm mentality, such behavior would at least be understandable. No question, AMAT is a truly great company. But this is not how they got there. Namaste! Jim

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