Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

3:59 PM EST

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To: Jacob Snyder who wrote (51755)	9/8/2001 11:19:39 PM
From: Paul V.	Read Replies (2) of 70976

Jacob, >1. in tech industries (other than very new markets), the bigger company usually continues to gain market share, while #2, #3, and so on gradually fall further behind (in their businesses, and in their stocks). AMAT is the emerging Gorilla in semi-equip. I would have expected AMAT to at least track with NVLS, not do substantially worse. < Isn't this result of the rule of large numbers. I understand that AMAT is larger than NVLS, KLAC, KLIC combined. Therefore, the natural movement would be for the stock to move up in a greater amount than AMAT. The downside is the factor that when one moves out of the stock there will be a greater drop. Just my opinion. Paul

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