Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 223.31

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Nov 13 3:59 PM EST

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To: StanX Long who wrote (171)	10/30/2001 8:43:33 PM
From: Jerome	Read Replies (3) of 25522

Stan/Brian/Bob....if business conditions keep deteriorating the semi's will have a tough go of it, along with everything else..if this premise is true would it be reasonable to expect a number of mergers in this industry? There have been some comments by analysts in recent days that LRCX will have a tough time as a stand alone company. I don't know enough about LRCX to comment on this with any certitude. I own LRCX and use it as a trade and option vehicle when the stock price and option price get to a certain relationship that I think is favorable. What other companies could be forced into mergers because of a tough business environment? Regards, Jerome

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