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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST
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To: Sam Citron who wrote (53390)9/28/2001 3:08:14 PM
From: Cary Salsberg  Read Replies (1) of 70976
 
I think KLAC's relative strength has been due to a perception that advanced processes require more inspection and more expensive inspection, that KLAC's share of the fab dollar is rising faster than say, AMAT's and NVLS'.

I certainly think 2004 earnings estimates and 1998 valuations are far more important than a discussion of the above contention. NOT!
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