Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 231.49

+2.8%

1:04 PM EST

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To: Proud_Infidel who wrote (28742)	3/3/1999 9:22:00 AM
From: Katherine Derbyshire	Read Replies (3) of 70976

>> INTC sports a market cap of ~1.5X the revenue of the entire semiconductor sector. AMAT is in a similar position of dominance in its sector so shouldn't they receive a similar premium?<< Last I checked, AMAT could not claim 90% market share in any process equipment segment, much less in the overall equipment business. INTC can. >>AMAT is the only company I know which is ready to provide a total 300mm solution. << On what basis do you make this claim? I have seen no evidence that any company is ready to provide a total 300mm solution. Katherine

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