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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 341.36+1.3%3:59 PM EST
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To: Jong Hyun Yoo who wrote (5339)2/4/2003 9:18:27 PM
From: Cary Salsberg  Read Replies (3) of 25522
 
RE: "This is especially so for AMAT compared to other competitors such as LRCX and NVLS."

I am interested in your analysis of AMAT, but I am troubled by your placement of LRCX and NVLS in the same sentence. I have watched the industry for almost 13 years now and history indicates that NVLS is a first rate company along with AMAT and KLAC and LRCX is a second rate company. LRCX has failed in CVD and seems to be failing in CMP. It is a one-trick pony, etch. I listened to NVLS's CEO Hill talk about AMAT in the conference call. He isn't worried about AMAT's fragility or LRCX's CMP. In fact, the NVLS purchase of SFAM is probably a death knell for LRCX CMP.
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