Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: Harry Sharp who wrote (2833)	1/27/1997 9:31:00 AM
From: Jimmy Liao	of 70976

When the chip houses do eventually go to 300mm, AMAT is a lock on most of their business. For instance, I know of no other single wafer epi machine, and AMAT already has a large share of the 200mm epitaxial silicon market (they recently got a huge order from MEMC in St. Peters, MO). Epi is used in maybe 70% of all IC's. They will also dominate in 300mm PVD, CVD, and probably RTP (since the current competitors are small change and probably can't compete in R&D), so AMAT is about as no-brainer as it gets. I've been dollar cost averaging AMAT for the past year, and won't slow down until it hits the 70-80 mark, where I will make only minor modifications. Happy Investing!

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