Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

3:59 PM EST

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To: Katherine Derbyshire who wrote (24934)	10/6/1998 7:19:00 AM
From: akidron	Read Replies (1) of 70976

**OT** well one thing is for sure, his potato businesses were far more profitable.... maybe if he put a deep fryer at the enf of each line instead of paying the millions for RTP processors he'd have a better business model.... on the GE buy's AMAT scenario.... which I think Eugene and I have been suggesting for more than a year now. It makes sense but not now. GE would (if history is a guide) prefer to let the market stabelize and make sure it has the right horse, than buy now to save a few bucks. However it does seem a fair bet that the world's biggest manufacturer and financer of capital machinery would want to play in a consolidating semi market, and this is the one variable in my doom and gloom scenario over the next 18 months

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