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


To: Jurgis Bekepuris who wrote (36587)8/10/2000 7:20:12 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
Jurgis,

As a back end company, KLIC, ideally, ramps up more quickly, has flatter growth, and falls off more slowly than AMAT. I have held ~30% (CSCO, GE, ADPT, AMAT, ASYT, CMOS, KLAC, SVGI) for sale next year, for personal reasons; I would be very happy to see the highs revisited, but I don't believe we will (e.g. AMAT $115 = high; $90 = revisit)