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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: Proud_Infidel who wrote (9891)6/5/2001 6:10:23 PM
From: geoffrey Wren  Read Replies (1) of 10921
 
Brian:

Let's turn your question around: Can you name one company other than AMAT with over $10B in exclusively non-consumer annual sales which does advertise on television? Few companies that big don't have some consumer sales (or consumer-influenced sales). For instance, a company like GE gets spill-over consumer benefits from advertising its jet engines, since people buy refrigerators, and may have a preference in which planes they fly (people who fly the most have definite ideas on what planes they prefer).

So there are few companies in the category of > $10B in exclusively non-consumer annual sales. Of those that fit this category, I don't recall seeing advertisements from the following companies on television:

Halliburton Company (NYSE:HAL)
Illinois Tool Works Inc. (NYSE:ITW)
Mirant Corporation (NYSE:MIR)

I remain of the opinion that the AMAT advertising campaign was unwise.

GW
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