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

To: Sun Tzu who wrote (36979)	8/25/2000 12:44:09 AM
From: Gottfried	Read Replies (2) \| Respond to of 70976

ST, if you go by past stock price history, NVLS and AMAT come out about even on a 100 week chart. KLAC is lower. 100 weeks ago was near the cycle low. siliconinvestor.com Gottfried

To: Sun Tzu who wrote (36979)	8/25/2000 1:13:24 AM
From: James Calladine	Read Replies (2) \| Respond to of 70976

WHY AMAT? Of course the market will pay more (typically) for the market leading company, because of: -- market share -- depth of product offerings -- customer relationships -- technical savoir-faire etc, etc. There are far cheaper offerings out there, but for the reason that they do not have the demonstrated combined power of AMAT. To me, AMAT is the market leading company, getting stronger. It's worth having some of that in a portfolio, if you like the sector in the first place. This is as close to a sure thing that you will find in the semi-equip sector. If you want to speculate more, you can certainly find lots of good companies that are relatively cheaper and MAY give you a higher return over time. Best wishes, Jim