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: Bookdon who wrote (15230)	6/9/2005 12:11:25 PM
From: etchmeister	Read Replies (2) of 25522

I certainly want AMAT to succeed in capturing part of this lucrative market, but am concerned about the track record. I guess Orbit and Opal worked out (I wonder why so much of this technology is being developed in Israel?). I understand KLAC has a facility for this segment in Israel. But even KLAC is not perfect - small cap RTEC continues to control the metal metrology market. RE: ETEC and mask inspection perhaps they "overdid" the total solution When looking closely it seems nobody (AMAT et al) is perfect - they all seem to have their strong points, weak points, failures as well as success stories

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