Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.08

-4.1%

Dec 12 3:59 PM EST

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To: davesd who wrote (9163)	10/21/1997 11:42:00 PM
From: roly	Read Replies (1) of 70976

Dave, Are you suggesting not to consider AMAT's future growth especially in the 300 mm in todays market? Do you think AMAT's management will invest in millions or billions to expand the infrastructure in Austin without seeing the potential of the 300 mm market? Why would AMAT hire close to 2000 employees? Doesn't make sense to me to make these investments if AMAT's management don't see the return. Do we wait for the 300 mm to be tested and produce before buying AMAT? I would say that would be too late. AMAT will be $200 by then. Regards Roly

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