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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Cary Salsberg who wrote (9636)	10/26/1997 2:24:00 PM
From: davesd	Read Replies (1) of 70976

Cary, in the last few thousand posts, we have discussed the potential impact of Asia and the chances of a slowdown that would affect all semi caps. One thing that has not be disscused is any potential change in the semi cap companies that could impact the dominance of AMAT. In LRCX's conf call there seemed to be clues that LRCX was up to something. They mentioned an "activity" in the oxide area that would change the landscape of the oxide etch market share. They also, talked about the potential of discontinuing CVD activities if things don't turn around for them in that area. I'm sure that Bagely know's that if he wants to build a world class semi cap company (like AMAT) he cannot do it on etch and CMP alone. I would not be surprised to see a merger like Tencor and KLAC in 1998. NVLS is in the same boat as LRCX....a LRCX/NVLS merger would strengthen both the companies in the global market. Maybe that is why LRCX is willing to give upon their CVD plans in the next 2 quarters. Obviously this is shooting in the dark, but is there a chance that a or several mergers can create another major semi cap company?? dave

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