Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

Nov 17 3:59 PM EST

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To: Tony Viola who wrote (26446)	11/19/1998 1:56:00 AM
From: Jeffrey D	Read Replies (2) of 70976

Tony:<<Morgan said a couple of times that Applied had the most complete "end to end" (my words) equipment solutions for their customers. This is obvious, but it was used in the context of why they could pull out of the morass (my word) better than anyone. Again, a show of confidence on his part.>> Tony, Yes he was talking about the new EPIC system. You can read about it below. appliedmaterials.com Tony:<<My first time to see, hear Morgan and I was impressed. He obviously is a chairman/CEO with a strong technical background, and seems quite good all around, in a conservative way, as you say.>> Yes, unlike some others on this thread I am also impressed with him. Not only, as you point out, is he strong on the technical side, more importantly he is strong on the financial side. He was a venture capitalist for four years prior to joining AMAT. I think that background gives him an edge on the competition. Interesting interview with him from April, 1998 in Red Herring. see below. redherring.com If you want to see where AMAT stacks up with its competition in the various equipment segments check out the following. Best regards, Jeff redherring.com

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