Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 259.82

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11:59 AM EST

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To: Sam Citron who wrote (9948)	5/21/2004 1:00:49 PM
From: Bookdon	Read Replies (5) of 25522

The biggest threat to the semi-equipment suppliers,IMO, is consolidation among their customers. As the number of device manufacturers get down to a "shared monopoly" point, they can have terrific pricing leverage by controlling the timing of orders. In this kind of "granular" high-ticket-item business, shifting a large order by even one month can destroy the stock price of an AMAT. I know the kind of pressure that can produce. "Do you want to take a hit with this fiscal year results, or just shave margins a bit?" That is a tough problem, if there is not a device manufacturing competitor willing to snap up the order.

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