Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 256.56

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2:11 PM EST

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To: matt dillabough who wrote (16939)	12/22/2005 12:14:03 PM
From: etchmeister	Read Replies (1) of 25522

Varian seems to make good progress in gaining traction within logic segments (considering TSMC is one or probably AMAT's strongest account). Both have high exposure to memory which should bode well for flash memory expansions and LRCX might even get a shot at Intel via the Micron/Intel JV IOW get into Intel via Boise backdoor. Message 21995659

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