Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: dr_elis who wrote (16598)	11/18/2005 9:12:37 PM
From: etchmeister	Read Replies (2) of 25522

I don't know too much about ASML but my concern is that AMAT and NVLS are in a dogfight (CVD/PVD). Several times Hill complained about predatory pricing and based on my own experience as well as input from Japanese toolmaker AMAT has a history of predatory pricing. I also caught a presentation where Bagley made similar comments There are various ways: bundle certain products "throw in" free service support provide free eval tools and support I don't mean to be negative but sooner or later this behavior will take its toll at AMAT as well The more I read/learn about Varian the more I like it; LRCX is gaining in catching up but VSEA is still a "grey" mouse. Based on my two cents VSEA might have the strongest product relative to competition. Varian topped for eight or nine years VLSI vendor satisfaction scoreboard while AMAT barely made the top ten (BTW all the big names from US are fairly weak with respect to VLSI rating). Also the (patented) dual beam/magnet appears some additional advantages in regards to yield = immediate $$$payback to customer.

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