Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.15

-3.2%

Nov 4 3:59 PM EST

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To: Proud_Infidel who wrote (15177)	6/3/2005 9:13:42 AM
From: matt dillabough	Read Replies (2) of 25522

KLAC KLA-Tencor: AMAT announcement to pressure KLAC's stock price - BofA (16.86 ) Banc of America notes that on Monday June 6 AMAT will likely highlight a new process control tool: a wafer inspection system. Firm believes that AMAT has several systems in beta (Micron, TSM), and the announcement may pressure KLAC's stock price as KLAC has 70% of this market and it accounts for 35% of its revs. Process control is one of the few critical front-end equipment segments where AMAT's market share is very low. Firm says that at a minimum, a handful of customers will likely evaluate the tool and use it in their negotiations with KLAC, and if the tool is competitive, then AMAT would likely take share and slow KLAC's growth.

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