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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3:59 PM EST

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To: Jerome who wrote (173)	10/31/2001 7:32:46 AM
From: robert b furman	Read Replies (4) of 25522

Hi Jerome, Lots of speculation that your LRCX will become NVLS. Lots of speculation that Amat will buy Schlumberger's test division,which does Intel's microprocessors. Consequently if Amat did that Cohu would become a candidate so the backend business model would match Advantest's in Japan.Their also is a good case to be made that A could be a competitor in bidding.Ter is a possibility ,but with a lower desire to branch out in a cyclical business they're trying to diversify out of. Maybe Klic and Cohu for a total backend Company. I thought Brooks and Pria was brilliant - where does Asyt go now?? Bob

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