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Politics : Formerly About Applied Materials

AMAT 334.97

+4.8%

12:28 PM EST

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To: Tito L. Nisperos Jr. who wrote (47712)	6/7/2001 12:37:52 PM
From: Alan Gallaspy	of 70976

I like to keep an eye on Axcelis (former Eaton implant division), as AMAT thinks they can gain market share at their expense. Here is MSDW's take on ACLS. Does anyone have a notion of how well AMAT is penetrating the implant market? Axcelis (ACLS-$16-SB-V) New Products: Not Just an Implant Co. Anymore J. Deahna/S. Pelayo ACLS recently introduced a new 300mm resist strip tool. We believe ACLS continues to gain momentum for 300mm strip tools. Additionally, ACLS announced a joint development agreement with Dow Corning. This could potentially provide a large market for ACLS's photostabilization technology. ACLS shares are currently trading at 2.2x trailing sales. We continue to believe that ACLS shares are reasonably valued and investor should build position by the Aug "New Products: Not Just an Implant Co. Anymore" timeframe.

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