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Politics : Formerly About Applied Materials

AMAT 319.19

+5.7%

3:59 PM EST

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To: Richard Richardson who wrote (10550)	11/8/1997 8:43:00 PM
From: Cary Salsberg	Read Replies (1) of 70976

Richard, RE: "...the closest rival's total revenues per year is about $460 million." AMAT has 2 rivals with annual revenues over $1B, KLAC and LRCX! RE: "Is it because AMAT is trying to grab the whole enchilada and the others focus on specific subsets of the semi-equipment area?" AMAT is in more niches than any of its competitors. It is not "trying to grab the whole enchilada", but it uses its size and diversity as competitive and marketing tools. Cary

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