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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (33724)	1/13/2000 9:28:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 70976

Article in the WSJ this morning, AMAT paying 1.77 billion in stock; last year Etek made 1 million on 237 million revenue, and they have an 80% market share, so limited growth potential. I will vote on this deal, with my feet, this morning. John

To: orkrious who wrote (33724)	1/13/2000 9:32:00 AM
From: Proud_Infidel	Respond to of 70976

KLAC beat est but "only" by 4 cents biz.yahoo.com

To: orkrious who wrote (33724)	1/13/2000 9:41:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

On CNBC Joe Kernan just said that the ETEC acquisition may be bad for KLAC. Can anyone present an argument for why this is true? What CNBC had about the deal when I was listening: (not the baseball part): Message 12558117 Any other opinions? Tony