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Politics : Formerly About Applied Materials
AMAT 301.88-1.0%3:59 PM EST

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To: Proud_Infidel who wrote (19072)4/29/1998 10:28:00 AM
From: Ian@SI  Read Replies (1) of 70976
 
Brian,

If you flip open the centerfold of the AMAT annual report, there's a graphic showing what AMAT feels are some of the key missing pieces. UTEK would fill 2 of the holes shown.

On the UTEK thread, a new member (Carl Mays) seems to think that UTEK may be preparing itself for a sale.

Fab Automation didn't seem to be high up on AMAT's list of things to manufacture and sell to its customers.

Ian.
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