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 154.94

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11:05 AM EST

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To: Katherine Derbyshire who wrote (9879)	6/5/2001 11:18:20 PM
From: Mark Marcellus	of 10921

This campaign is, IMO, aimed at investors I haven't seen the ad, but if it was on during golf time, it was quite likely aimed at the executive set, especially CEO's. That's the golf demographic (and that's why you see a lot of corporate advertising there, e.g. the big accounting firms). Advertising aimed at raising awareness in the executive suite is often a wise strategy for tech companies. It won't make the sale, but it decreases the chance of the sale being vetoed when it goes there for approval. Whether AMAT really needs to worry about executive relations the way, say, Siebel or Juniper would have to is open for question, but I can't imagine these ads cost a lot of money. All in all, I'd assume they know what they're doing here.

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